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What your clients see.

Invited clients sign in to one page for their event: what is waiting on them, the proposal to accept, the agreement to sign, the invoice to pay, your messages, and the parts of the plan you share. Client access is included in your plan.

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HHolloway EventsDashboardLakeside Fundraiser
galaLakeside FundraiserHolloway Events77 days
OverviewPlanPeopleFinancesClient

Waiting on you33% of this event is settled

Waiting on you4Tasks, forms, documents and paymentsOverdue0Nothing past dueDue this week1Coming up in the next seven daysBalance$12,600.00Remaining across your invoices

From the invitation to the day itself.

Your client accepts an email invitation, then works through the booking in the order you set: each step opens when the one above it is done. After that the portal is where the plan lives, down to a live view of the event day.

  1. 1

    InvitationJul 1

    Join your eventDana Ellis accepts the email from Holloway Events and signs inClient connected
  2. 2

    ProposalJul 6

    Review the proposalLakeside Fundraiser proposal · $12,600.00Accepted
  3. 3

    AgreementJul 14

    Read and signShe fills in the guest count, then types her signatureSigned
  4. 4

    DepositJul 15

    Pay the deposit$4,200.00 · Pay securely opens Stripe CheckoutReady for you
  5. 5

    Planning

    Final walkthroughAug 26 · on her portal calendar
    River House floor plan.pdfShared to her Documents
  6. 6

    Event daySep 18

    Live event-day viewHappening now, next and later, refreshed every 30 seconds

They fill in the blanks, then sign in their own name.

Your client answers the agreement’s blanks as they read, then types their full legal name, picks a signature style and agrees to sign electronically. The signed PDF records who signed, when, and a fingerprint of the exact text.

Everything is filled inSign

Signatures

Signed electronically. Each signature is recorded with the signer’s account, the time, and a fingerprint of this exact text.

Click to signDana Ellis · clientJamie Holloway countersigns after the clientsJamie Holloway · planner

Adopt your signature

Full legal nameDana EllisSignature style · Flowing scriptDana EllisI reviewed this agreement, consent to electronic records and signatures, and intend my typed signature to be binding. I can download or print a copy.CancelAdopt and sign

Every installment, with its own Pay securely.

The invoice shows what is paid and what remains, one installment at a time. Pay securely opens Stripe Checkout for that payment, and a check or bank transfer you record shows on the same invoice.

HHolloway EventsDashboardLakeside Fundraiser
galaLakeside FundraiserHolloway Events77 days
OverviewPlanPeopleFinancesClient
PaymentsBooking

Invoices and payments 1 total

INV-0042 · sentLakeside Fundraiser$0.00 paid · $12,600.00 remaining$12,600.00
DepositDue July 15, 2027$4,200.00Pay securely
Final paymentDue September 4, 2027$8,400.00Pay securely

Download invoice PDF

Questions come to you, on the event.

Clients message you from their portal and can see when you have read what they sent. Files you ask for arrive against the request, and attachments go both ways.

Documents to collect

Sponsor listNames as they should appear in the program.Due Jul 30, 2027NeededUpload file

Shared conversation

Jamie HollowayJul 2, 10:05 AM

Your booking is ready: the proposal first, then the agreement and the deposit. The floor plan is attached for the board.

River House floor plan.pdf 1.2 MB

YouJul 2, 6:40 PM

Thank you. The board meets on the 5th, and I will accept the proposal after that.

Read

YouJul 3, 8:15 AM

Could the sponsor list wait until after the board meeting?

Emailed

Message your plannerAsk a question or share an update…

Attach filesSend message

Also here: tasks you share, questionnaires with saved answers, guests and seating, vendors, inspiration and the event calendar, with a view-only notice where access is read-only. It runs in the browser on a phone or a laptop, and costs your client nothing.

Give your clients somewhere better to look.

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