One way into the event record
The client opens their personal link to view shared documents, find invoices and complete the questionnaire. They do not need to create an account for this journey.
The link grants access to private information: share it only with the people concerned. Do not publish it on a public page or in a social media screenshot. Private spaces are excluded from the marketing website's audience tracking.
Collect useful preparation details
- Downloadable documents and signing workflows depending on their status.
- Business-specific preparation fields that the client can edit.
- Your company's visual identity in the shared space.
- One record to avoid competing versions of an email attachment questionnaire.
Different questions for different services
A DJ might ask for the schedule and music preferences; a photographer for essential group shots; a photo booth rental company for design wording and installation constraints. Keep questions short and ask only for information that helps prepare the service.
The portal is not a photo or video delivery gallery. Any card payment journey requires an operational Stripe integration; test it before offering it to clients.
Frequently asked questions
Does the client need an account?
The portal is accessed through a secure personal link. That link must remain private, like the documents it opens.
Can I deliver a wedding gallery here?
Gestiway organises the service and its business documents. Use a dedicated delivery solution for photo and video galleries.