Redesigned Client Portal

20 Aug 2020 // 2 minute read

#updates


It's been a while since we last looked at the Client Portal and we decided it needed a lick of paint! Although this doesn't have much impact on you, we hope this new update makes it much easier for your clients to interact with Band Pencil.

Change log

  • We've remove the left sidebar. The client can navigate between pages using the breadcrumbs bar which appears at the top of the page when they navigate away from the dashboard.
  • For Agency users we have replaced Band Pencil with your company name in the top left hand corner.
  • We've added in a 'Welcome Client Name 👋' section to make the portal seem a little more friendly and welcoming. It explains what they can do and how to get in contact with us (if they need to).
  • Band Pencil Pay is now fully integrated within the client portal.

Client Login

By popular demand we have added in a Client Login page. We suggest you add a link to this page on your website. The link can also be found at the bottom of any bandpencil.com page.

To login the client will need the email address used for the event and the event date. It uses a magic links, so when the client requests a login we will automatically send them an email with a link to login to their portal. You can find more information here about how this works.


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