How Do I Send a Preview of the Event Portal to My Guest?
Want to send a copy of the proposal to your guest to review but aren't ready for them to sign yet? Follow the steps below to send a link to the Event Portal to your guest without the signature field included:Note: If you want to view the Event Portal prior to sending it to anyone, you can press the 'Preview' button which will direct you to the Event Portal.
Note: As a best practice, you can also use the 'Send Preview' button to send the Event Portal to a colleague or supervisor to review before sending to your guest for approval.
Access the Booking you want to send a preview of the Event Portal to your guest.
Press the gray 'Send Preview' button on the right-hand side of the Booking. This will direct you to the Messages tab of the Booking.
Select the green 'Send' button to send the message including the Event Portal.
Once your Event Proposal is completed and you are ready to send the Portal to your guest with the e-signature field included, follow the steps in the article below to learn how to request approval for a Proposal!
How Do I Send a Proposal to My Guest?