With our Shareable Links feature, you can easily provide clients with a live, view-only link to their timeline or budget with just one click.
Shareable Links make it easy to give clients access to the information they need without requiring them to log in. This provides a portal–like experience by giving clients and vendors view-only access to live updates. Recipients can stay up to date with real-time changes, saving you time and emails.
Share Branded Materials With Clients
You can also quickly produce branded, client-facing timelines, budgets, and payment schedules using our customizable exports.
Your company logo can be displayed at the top of your client-facing exports, helping keep your materials consistent with your brand.
Add Your Logo to Exports:
Go to Settings by clicking your company icon in the bottom-left corner.
From the pop-up menu, select Settings.
Select Workspace Settings.
Upload the logo you would like displayed on your client-facing exported documents.
Be sure to click Update at the bottom of the page to save your changes.
Once saved, your logo will appear on applicable client-facing exports.
Branded Export:
We intentionally designed eventPERCH so that you are in full control of who sees what and when, ready to be shared with clients when you are.
Pro-tip: we never hesitate to screen-share the app with clients live if we are workshopping a budget or timeline!