Many clients, many events, one way of working.
For agencies running events for several clients at once, where every event should be delivered the same way whoever picks it up.
Example: a proposal is sent, the client opens it in their portal, and accepts it, with an acknowledgement receipt for both sides.
For agencies
A consistent process. A separate space for every client.
Three event types use approved playbooks. A new coordinator applies one and starts with the agency process. Each client reviews their own documents in a private portal, while the team reviews risk across all eight events.
Example scenario: an agency running eight events- 01
Standardise with playbooks
Approved templates encode how your agency runs an event type, so quality does not depend on who picked it up.
- 02
Separate clients cleanly
Client records, documents, and portals keep each account distinct while the team works one system.
- 03
Give clients their own view
The Client Portal shows progress, documents for approval, invoices, and payment status. Internal task details stay private.
- 04
Read the portfolio
Look across active events for what is slipping, instead of opening each one to find out.
See the working detail.
Explore the tools behind your event plan.
A starting point for your workspace
Business
Business gives you 20 active events and 15 members, your own logo and colours on client portals and documents, reports across all your events, and SOPs your team acknowledges.
Compare plansBefore you get started.
Can clients see each other?
No. Each client signs in with an access code and can only open their own portal.
How do we keep delivery consistent?
Approved template versions add your tasks, dependencies, budget structure, and Run of Show to every new event.
What if we need more than Business allows?
Business allows 20 active events and 15 members. Contact us if you need more and we will look at your requirements.