Give every client a clearer view of their event.
The Band Pencil Client Portal gives your clients one secure place to view event information, access documents, sign contracts, complete forms and pay invoices online.
Simple client access
Send your client a portal link so they can open their event information from any internet-connected device.
Documents stay together
Keep contracts, invoices, forms, files and booking information connected to the same event.
Always up to date
Changes you make in Band Pencil can be reflected in the client-facing view without sending a new document every time.
Everything your client needs, in one place.
Instead of sending event details, contracts, invoices and files across separate emails, the Client Portal gives each client a connected view of their booking that stays up to date as you make changes.
Give clients a professional event dashboard.
Clients can open their portal whenever they need to check the details of their event, rather than searching through old email threads or asking you to resend information.
- View key event and booking information
- Access the portal from desktop, tablet or mobile
- Keep client-facing information separate from your admin area
- Share one link instead of repeatedly sending event information
Collect the information you need from clients.
Create custom forms, add them to the Client Portal and keep every response connected to the booking. Map answers to Band Pencil fields so client responses can update booking information automatically.
- Add forms directly to the Client Portal
- View submitted responses against the booking
- Map answers to fields and update booking information automatically
Let clients view and pay invoices online.
Invoices can be made available through the Client Portal so your client can review what they owe and move into a secure Stripe-powered payment flow.
- Give clients access to their invoices online
- Accept supported debit and credit card payments
Get contracts signed without the paperwork.
Clients can review and sign contracts online through the same connected portal experience, helping move a booking from enquiry to confirmed event more smoothly.
- Let clients review contracts online
- Collect electronic signatures
- Reduce the need to download, print, scan and email documents
One platform,
one process.
The Client Portal is designed to make the client side of the booking process simple without giving clients access to your Band Pencil admin account.
Create and manage the booking
Set up the event, client, documents and other booking information inside Band Pencil.
Share the Client Portal
Send your client their portal link so they can access the information you have made available.
The client completes their actions
They can review event details, sign contracts, complete forms, access files and view or pay invoices.
Everything stays connected
Client activity and booking information remain tied to the same event, reducing disconnected admin and duplicate updates.
Share the booking, not your admin account.
The Client Portal gives clients a dedicated client-facing experience while keeping your Band Pencil administration area private. You can also add password protection to the portal when required.
Questions, answered.
Can't find what you're looking for? Contact the Band Pencil team.