Expand the Client Portal

Voters 223

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223

Planned
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Meg from Meg Burke Photography

Add the ability to add stand-alone custom fields, documents, links, communications, etc., to the client portal.

Estimated: Development Starting Soon!

12-09-2022 -

Activity Newest / Oldest

Kevin from Kevin McGinn Photographer

Clients need to be able to see their schedules.

Tracy from Adalily Photography Inc

I would like my clients to see all of the sessions they have booked with me that are open Jobs. not just the history of sessions. This would be amazing for Clients who are in my baby plan and have a years worth of sessions. Also for Clients who book my Mini Sessions or more than one child's session in a short timeframe

Clife from Clife DJ Company LLC

What's the update on this? it's been 2 years:)

Dario from PrizmaPhoto

This feature is definitely a must. I have been suing my own version of this using third party software. My clients love it. It is a lot of work tho. Having something working inside TAVE will be AMAZING. Please make this top of the list.

Nicole from Táve

Merged with: Expand Client Portals with Links & More

Dennis from Dennis Webber Photography

Expand the client page to include links that we can link to anywhere, such as galleries on other websites, notes, etc. Right now, it's a bit of a single use thing that doesn't have much room for a login, but if we could add custom things to it, we'd be able to use it so much better.

Loizos from Loizos Photography

Is this happening or not? we stay behind other platforms and we look unprofessional to the clients. if is not happening let us know to move to another service. its been 26 months.

Geoff from Geoff Wilkings Photography

What other platform is out there that is as clear as Tave as I love it but there's some areas like this and the Zoom meeting schedule that should have been done by now. I'm really enjoying Tave but I'm open to other platforms that are equally amazing but offer the both items. Especially a professional client portal.

Geoff from Geoff Wilkings Photography

Hi Loizos,
What are platform is out there that you're looking into as I'm eager to learn if there's something better. I'm invested into Tave and really love the customer service and support but I'm open to things. We're at a point in tech where expectations from our clients are needed to be met and I have to schedule things faster. Please share with me better platforms as I was with Lightblue for years and it wasn't very good at all. Tave is way better but I do find there's always something with a platform.

James from Nix Weddings

I would like my clients to have a clear view of their products and the ability to make any changes to upgrades to their their collection here. For say if there collection only includes 6 hours of photography, they can add the extra hour they want as it gets closer to the wedding day.

Dario from PrizmaPhoto

Alongside.

Louise from Louise May Photography

Aside from all of the other great suggestions here, I would love to be able to create a basic quote template on the portal which I can send out to enquiries where clients can build their own package, sign contracts and pay deposits to secure their date - maybe even a pricing page that connects directly to your website also. I signed up to Dubsado for this reason, but just can't bring myself to leave Tavé - so desperate for a better client experience.

Dario from PrizmaPhoto

Alongside. I love Tave. I have been using it for many years but the competition is fierce out there. I favor loyalty over anything else. Tave still a strong asset on my business workflow and I will continue using it.

Lisa from And then she clicked

This!

Dario from PrizmaPhoto

I recently renewed my subscription to Tave. I have been using Tave for many years now and I love it. A big part of my client experience is Online Portals. I am currently using a third party option to offer this to my clients. But I would love to have it inside TAVE to streamline my workflow. Please make me love you more.

Louise from Louise May Photography

Are you using this alongside Tave or instead of?

Geoff from Geoff Wilkings Photography

What platform do you use for your clients portal experience as I need to find a solution asap. Thank you. Feeling a little let down by Tave with how fast they're not moving along. Businesses go out of business without innovation so I need to explore options.

Adrian from Táve

Merged with: Can we make Client's Portals a priority.

Dario from PrizmaPhoto

It is called Bloom.io is a client management service similar to Tave. But their strength is client communication. I love using it. If Tave could integrate some of their features it will be a game changer. bloom.cello.so/3LAPKrjuH3Z

Geoff from Geoff Wilkings Photography

Cool, do Tave know about their offerings and how to have an awesome client portal?

Dario from PrizmaPhoto

I hope they do. But in my situation I have been using Tave for a long time and I love all its features. If they implement a strong client communication portal it will be amazing.

Dario from PrizmaPhoto

I am using Bloom now. I wish Tave could make this happen

Geoff from Geoff Wilkings Photography

What is bloom as I sincerely want a client portal

Dario from PrizmaPhoto

Loizos from Loizos Photography

anything yet? this takes too long for me

Sid from Sidpix Studios

It would be really amazing to see the capability for clients or vendors to upload files through client portal. For example: Timeline Documents for Photographers. Currently it’s through email.
Or Vendors can upload files/images from the shoot as a Raw Gallery.

Tristan from Tristan Narraway - Visual Arts

Would be great to be able to see upcoming events in portal too

Geoff from Geoff Wilkings Photography

I truly wish my client portal had the ability to be a place that my client can download a whole wake of things, like guides, what to do, where to go, pdfs making it place that they can access to feel that I'm on their side with that luxury experience. Making it look fabulous ie key too. Lastly, yes they can access how much they've paid, what's due and options if they'd like ie albums, wall art etc.

Cali from Cali Griebel Photography

Add a portal homepage link on all pages, so that when viewing and order or paying an invoice, the client can return to the main portal page. I was a customer on someone else's Tave, and trying to get back to the main page to pay for multiple invoices was impossible. Had to click the first email link and log back in to get back to the portal homepage.

Paul from Paul Christopher Greene

Client controlled password reset please!

Loizos from Loizos Photography

I integrated Stripe for payments, and the client ask me when prompted to the payment site, if the page is a scam It look likes a scam. Let's get it done!

Shayben from Siempre Weddings

This is becoming a necessity in my business and it makes no sense for me to use a CRM without it. I feel like it should majorly be a client communication HUB. Where all users of the team can communicate directly with the clients in one avenue and provide updates to tasks and the stages they are at. Basically like the MOXO service without having to leave TAVE ever. It would provide a much stronger client satisfaction rate if we were able to do this rather than having to email everything externally

Loizos from Loizos Photography

lets's make it more appealing

Valerie from Valerie Kay Photography LLC

This would be amazing. In addition to the requests that have already been made, I would love to be able to add session details as they are chosen. Sort of a "one-stop for all session info".
For example: A place for the location name with optional image and optional text section to include special instructions.
Similarly I offer a client wardrobe to Maternity clients, I'd love a place to put text or text with images of the wardrobe items selected for the session.

Loizos from Loizos Photography

make the portal accessible for both clients of a wedding

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Debbie from Táve Support

Comments logged on behalf of a Táve user:
Would like the client portal login to have the option not to include a password.

Neha from Ask Neha Now

Also as the current questionnaires only show up on one profile - can this be adjusted so couples planning a wedding each / both have access (or the possibility of access) to items like questionnaires that should be accessible from both people's portals

Jenny from New Pace Weddings

YES! 100% agree, and wedding planners or parents etc.

Neha from Ask Neha Now

I would like a few basic items update here. First - can I select the order that the clients see items on the portal? (the current: contract, quote, questionnaire doesn't work for me. I want questionnaire, contract) *why is it called ‘Contract Requests’? for me these are simply contracts. I’d only really want the final signed contract to be part of the client portal.

I would like to the ability to share other links – to our shared dropbox folder, or to have the dropbox folder capability within Tave (so we can share files, lists, photo references)
I would prefer to have the ability for the folder to be locked or catalogued so the client couldn’t accidentally delete something or change something unintentionally.

I would not like the client to have full access to their profile. It may seem like I have too much info about them or am requesting too much info about them – and I really don’t need a lot of what is on the ‘profile’ page so I don’t want them to feel like my portal is asking for it.

I would like questionnaires to have a status on them ‘new’ or ‘clicked’ or ‘submitted’ so the couple can see their progress on the questionnaires they are supposed to submit.

I’d like to be able to add information sections, sample lists for reference, that sort of thing. I would love to be able to make my own sections in Client Portal, but that may be too advanced a request.

I would like a status bar (that I create the items on) so the clients can know what is missing, what is late, what is due. This would be somewhat similar to the questionnaire status, but slightly different as some things do not fit into a questionnaire format.

I am happy to share more about my requests.

Lisa from And then she clicked

I am literally holding off on sending over 40 proposal confirmation/ bookings because I want them to look prettier! Really hoping this is launched in early February.
(Clients have already paid a booking feel on Black Friday via flodesk so I have them secured)

Dale from Pro Shooters

Please add scheduling!! And space for the client to add shot lists. Also allow for multiple projects to be viewed by an agency or large client when multiple projects are in the works.

Kevin from Kevin McGinn Photographer

Can we PLEASE PLEASE add in the schedule to the portal. I have been asking for this since I started using Tave which has got to be close to 8 yrs...

Chenese from Chenese Bean Makeup Artistry

So excited for this!!! 🥂

Daniel from The Pinckards

This has me 10x more excited than the scheduling 🤘🏼

Jenny from New Pace Weddings

Our entire studio is popping champagne right now over this news!!

Emily

With ideas of where the expansions could go re custom fields, I'd really love for the ability to hide certain fields for certain clients or job types as well as the option for "don't show if empty".

Jessica from Jessica Knighton Photography

Yay!! This will be HUGE for my clients (and me)! So excited to see what you come up with!

Célie from OYDIN + MEI PHOTOGRAPHY

YES!

Adrian from Táve

Status changed to: Planned

Bruce from Jillian Marie Photography

Bump for this please! Including the ability for clients to see any available credits applied to them.

Dionisa from Wilori Lane - Weddings

I would like to add a "return to previous page" button on every page. When you click on open invoices or any of the history links there is no way of getting back to the main portal page. I think a logout button would be nice too.

In addition to sprucing up the client portal design, It would be nice for it to be an all in one place for clients. They should be be able to access our booking schedule, links and other forms that we can add such as a timeline, welcome letter, etc.

Genevieve (Gen) from Gen Palmer Photography

Yes please!! Besides adding links to galleries and documents, we need the ability to link client portals for related clients please! This is very confusing for families / weddings.

Daniel from The Pinckards

Just dropping in to say that this is 100% a top feature request for us. Would love to see it get on the timeline! Along with the addition of other tools in the portal, a revamp of the UI would be ideal.

Jenny from New Pace Weddings

This would be HUGE for us! We come up against other vendors in the sales process that have very robust client portals that allow the clients to see everything all in one place. Things like their completed photos, videos, timeline creation & planning tools, ordering albums and prints. It's a great selling tool to show how easy it is.

Christiane from Flora Nova Design

Yes please!!

from MIKE + JULIE | storytellers

It would be so useful if a client's events were listed in their portal. Seems like a basic feature that should already be there.

Lisa from And then she clicked

I wish there were more options for design lead templates we can use for the client portal. A lot of luxury photographers use Dubsado for this and TAVE is behind on the design front. I literally know heaps of photographers who have gone to Dubsado just because of it client portal proposal capabilities.

Ervis from Visi Studio

A photographer portal. I would love to have a portal for each photographer that we hire and integrate it with their calendar. They can be able to see how many jobs are attended to them and also read questionaries.

Nina from Larsen Photo Co.

A client-facing checklist/workflow in the client portal where clients can check tasks off a list would be super helpful!

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Neha from Ask Neha Now

I would love for there to be a 'file storage' component (ideally integrated with Dropbox) I'd like clients to be able to see files ex a look board, copies of contracts, their vendor list, things like that. And I'd like to know when those items are 'read'/ accessed so I know how familiar couples are with their details.

Marie from Marie Monforte Photography

At the VERY minimum, I need to be able to add links to things (like their gallery, or a google doc with their timeline) into the client portal. This should be easy enough to implement, and then maybe expand on the overall portal from there.

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Emilia from Magnifik Media LTD.

Yesss

Kevin from Kevin McGinn Photographer

NEED to be able to show the schedule - it is a no brainer.

Josh from DJ Topedo & Co.

Would love to have the ability for clients to log in and be able to upgrade their package through the portal. That would be HUGE!

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Lisa from And then she clicked

yes this would be ace!

Tim from Productions By Tim

Additionally, if there was a way to create a delivery mechanism within Tave, so I can host a clients videos on Vimeo, but have them delivered right within the client portal, so they're always within their already existing client portal and the clients don't need to go to another platform to see their final delivery, that would be amazing.

Tim from Productions By Tim

Yes, this is so needed. The client portal is far behind from where it should be.

Sun from Sun Valley

YES!!! This is my #1 request. I would especially love it if the client could see the schedule that we have for them. Right now I am copy and pasting it into emails for each wedding we have. It's stupid tedious. :-)