Client Portal

Share event information securely with your client.

Example of a Client Portal in Band Pencil

All the info, in one place

The Client Portal is a place a place you can securely store all the information for your client to view it at anytime.

  • Share files
  • Download invoices and receipts
  • Sign and download contracts

Make payment online

We've partnered with Stripe to provide a simple, secure payment gateway for both you and your clients.

  • Visa, Mastercard & Amex Accepted
  • Simple and secure for the client
  • Email receipts as soon as payment is made
Example of Band Pencil Pay
Example of online contract

Sign contracts online

Clients can sign contracts via the Client Portal. Once signed, they can return to the page to view the contract.

  • Import your own Terms & Conditions
  • Turn contracts on or off, or set to manually signed
  • Collect client marketing preferences

Accessing the Client Portal

You have a few options. You can send the client an email and we automatically include a secure link to the portal. You can also share the shared portal link which has all the same privilages as the client link, but the client will have to authenticate by email if they want to sign the contract. Finally, the client can login themselves by using the Client Login page. All they need is the event date and email address!

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