The Guest Portal offers a seamless, branded experience where guests can view invoices, sign documents, make payments, and stay informed—without needing to log in repeatedly. It's fast, secure, and built to make your guest interactions smoother from start to finish.
Key Benefits
Instant Setup
Links are automatically created per Booking—no special configuration required. Just enable the feature and you're ready to go.
Secure, Password-Free Access
Only Contacts associated with a Booking can view the portal. Guests verify access via email and stay signed in for 30 days.
Invoices & Payments
View and pay invoices directly through the portal
Automated reminders help reduce late payments
Guests can also view a full payment history
Document Sharing & Signing
Guests receive proposals, contracts, and other documents
Sign or complete documents online
Due dates are clearly displayed to help guests stay on track
Status updates (e.g., Signed, Pending, Completed) are reflected in real time
Guest Portal Setup
Step 1: Enable the Guest Portal
Go to Settings
Under Tools, click Guest Portal
Toggle the portal ON
Step 2: Customize Optional Settings
Links
Add helpful resources like menus, floorplans, or FAQs:
Click Edit under the Links section
Click Add Link, enter a label + URL, and Save
Hidden Event Types
Hide specific event types from the guest timeline (they still count toward revenue):
Click Edit in Hidden Event Types
Select any event type you want to hide
Images
Brand the portal by adding custom visuals:
Under Images, click Browse to upload files
Guest Access & Privacy
For Event Temple Users
Access the Guest Portal link directly from the Booking Summary page.
For Guests
There are 3 ways to share the portal:
Email Templates: Use the merge fields
Guest Portal UrlHtml Guest Portal Url
Manual Sharing: Copy the link directly from the Guest Portal and paste it into any communication (email, chat, etc.)
Automated Emails: Include the portal link in system-generated templates for documents and invoices.
Privacy Rules
Only Contacts on the Booking can access the Guest Portal
Guests verify access by entering their email (must match the Booking)
A secure link is sent to their inbox (valid for 1 hour)
Once authenticated, guests stay logged in for 30 days
Event Temple users skip authentication if already logged in
Guest Portal Sections
Invoices
Sent invoices appear under the Invoices tab
Guests can click to view and pay
When a payment is recorded, a Past Payments section will also appear
Documents
When documents are sent, they appear under Action Items with their due date
Guests can click View to fill out and sign
Document statuses update based on guest actions and your workflow
Pending until marked as Completed
Signed after guest submits
Once completed, they’re removed from Action Items and moved to the Documents tab
🎥 Bonus: Want a Walkthrough?
Check out our Guest Portal Masterclass session here
Pro Tips
Customize document and invoice templates to include the Guest Portal merge field
Use Hidden Event Types to reduce visual clutter for guests
Include helpful links and images to make the experience on-brand and welcoming