Share a branded portal with just the right project information

Before you start

• Check the primary contact and the projects belonging to that client.
• Save your business identity and review which information is appropriate for the client—not just what is useful internally.

Step-by-step

1. 01

   Save a client-facing identity

   In Business profile & branding, save the logo, contact information, website, and Instagram. Choose button and accent colours, and optionally a background colour. These settings also apply to the other branded forms and documents; your internal workspace theme is separate.

2. 02

   Choose the portal's included projects

   Open the project's Portal tab, enable access when appropriate, and select the projects you want to include for that client. A portal can cover an engagement session, shower, and wedding without automatically showing every unrelated project. Included projects are ordered by project date.

3. 03

   Choose what is shared

   Prepare contracts, questionnaires, the timeline, and shot list in Overview. Beside each document or link attachment, use Share to include it in the portal or remove sharing when it is internal. Adding a file to a project alone is not the same as deliberately sharing it.

4. 04

   Add the finished-work or gallery link

   Save the client gallery URL in Portal, or deliberately share a video-delivery link through Documents & links. These point to your chosen gallery or video service; Flovuni does not host the photos or videos themselves. Check that the destination also has the access settings you intend.

5. 05

   Preview before sending the private link

   Review the client view, including all selected projects and materials. Quotes and invoices appear together; clients can accept quotes, access invoices and enabled online payment, sign agreements, and complete questionnaires. They can also keep PDFs and an event-summary copy.

A private link is access—not a client workspace account

Clients do not need a team login to open their authorized portal. Anyone with a valid private link may be able to view the information it grants, so send it only to the intended people and review its access controls when the relationship changes.

• Internal workflow tasks and private notes are not part of the client-facing project plan.
• Share attachments individually; do not assume every uploaded document belongs in the portal.
• Never use a real portal, contract, or questionnaire link in a public website example or support screenshot.

Brand colours and device theme can work together

Without a custom background, client pages follow the device's light/dark preference. A saved background lets the business choose a branded canvas. Review the preview and client view so the logo, text, buttons, and accent remain readable.

• Use a logo that is legible at small sizes and on the chosen background.
• Check your chosen colours in a real client preview, not only a colour picker.
• The business's internal dark-mode setting is not the client's portal preference.

See the pieces together

One couple, a selected set of bookings

A fictional portal includes only the couple's agreed projects.

1. 1
   Included projects

   Engagement session and wedding, ordered by their dates.

2. 2
   Shared planning

   A timeline, shot list, and venue link for the relevant booking.

3. 3
   Paperwork & payments

   Current agreements, questionnaires, and financial documents.

4. 4
   Delivery

   The gallery link appears when it is ready to share.

A downloaded PDF is a reference copy, not a live update. Private links and documents should be shared with the intended recipients only.

How it connects to the rest of your workspace

The same booking context carries through these tools. Follow a guide to see the next part of the process.

Common questions