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The client portal

The one page a couple can bookmark to find their proposal, contract, invoices, questionnaire and finished film.

Updated October 26, 2026

Every client gets a portal: a single page that collects every link you have sent them. The couple opens it in a browser and bookmarks it. You never have to resend a proposal or invoice link again.

  1. Open the couple's page.
  2. In the header, click Their portal to open the page the couple sees.
  3. To copy its address, open the Booking tab and press Copy link next to Client portal on the booked card. The button reads "Copied" for a moment.

The link appears once the couple is a client. On a lead that has not converted, it is not there yet. If you have connected your own web address, the portal link uses it, the same as your proposals, contracts and invoices. See Custom domain.

What the couple sees

The portal follows your brand colors and fonts, light or dark.

  • The top. Their photo, framed the way you set it on their page, with their names across it, your studio name, the countdown ("199 days to go"), and the full date and venue.
  • Next up. The one thing they should do next, with a single button: Review and sign for their contract, Fill it out for a questionnaire, or View and pay for an invoice due within a month. When nothing is waiting on them it says where things stand instead, like "You're all set for now", "We're editing your film" or "Your film is ready" with Watch your film.
  • Where things stand. A line of stages, Booked, Planning, Your day, Editing, Your film, with a sentence under it, like "You're booked. Now we plan your day together."
  • Everything in one place. One row for everything you have sent them, each marked as to do or done:
Row What it says
Their film Watch, once the gallery is published
Contract & booking Ready to sign, then Signed
A questionnaire, by its name To fill out, then Filled out
Invoice {number} What is due and when, then Paid
Their proposal Ready to view, then Accepted
Your film After your day, then Being edited, until the gallery is published

Things still to do come first, then things waiting, then things done. A finished film always sits at the top.

  • The bottom. Your logo and "Questions? We're one email away." with an Email us link, and "Bookmark this page and check back anytime."

When items appear

  • A proposal appears once it is sent.
  • The booking appears once it is published.
  • An invoice appears once it is sent.
  • A questionnaire appears once you send it.
  • A film appears once its gallery is published.

Drafts and unpublished pages never show. Before anything is sent, the page reads "Nothing here yet. Your filmmaker will add your proposal and details soon."

Troubleshooting

The couple says the booking is missing from their portal. The booking is still a draft. Click Publish on the Booking tab, or send it with Email to client.

"Their portal" is not in the header. The couple has not become a client. Complete the booking or click Convert to client.

  • The lead recordEverything on a couple's page, from the header and the Overview tab to the countersign banner, the tabs and the Activity rail.
  • What the couple sees on the booking pageThe Review, Sign, Questions and Pay steps on the one link, every payment method's wording, and what Hailo records when the couple opens it.
  • QuestionnairesBuild a questionnaire in four steps, send it from a client, a booking or an automation, and see what the couple fills in.
  • Get paid by cardTake card payments through Stripe or Square on invoices and booking pages, and understand what the couple sees before and after they pay.
  • What the couple seesWalk through the couple's gallery from the splash to the footer, and every page they can land on.
Still stuck? Send a note from the contact page and a real person at Hailo answers. Include the studio name you signed up with and, if it is about a specific screen, what you clicked.
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