Proposals & contracts
A password and expiry date for each link, your accent color and cover, and a signature pad at the end. Contracts are signed from a private link, and your sales team sees when each proposal is opened.
Branded proposals, client portal and guest galleries for DMCsWhat your client and their guests see, all in your brand.
Your client gets Client View, a live page for their program, and branded proposals to approve. Their guests get the photo galleries by private link. Every link carries your company's name and icon.
1
link for your client to follow the whole program
0
cost figures your client can see
4
things your client opens, all in your name
452 of 600
guests arrived: what your client shows their own leadership
With your client
Your client follows the program on their phone.
Client View is a live page in your company's name. Your client sees guests arriving and the day's schedule without having to ask.
01Client View
Your client sees progress without having to ask.
Give your client a live page for their program, with a password if you set one. They see guests arriving, today's schedule, travel updates and the proposals they approved. It refreshes every 15 seconds while it is open, and your margin never appears on it. Inside a program, it is the Client View tab.
- Arrivals from the same flight tracking your operations team uses
- A proposal waiting for approval opens from the page, not from an email thread
- Travel updates you choose to publish, when a moment needs one
- You choose the sections each link shows, from a summary to full operations, and preview it as the client
- After the trip, a client version of the after-event report on the same link, on Growth and up
- The client portal: one sign-in page in your brand for all of a client's programs
Your margin is never sent to your client.
Everything your client sees is built from what they pay. Supplier costs and your margin are left out of every client page and every client export. Your costs stay with your team.
Stays with your team
- Supplier cost per line
- Your margin, and how it changes
- Supplier contracts and rates
- Staff roster and timesheets
- Your team's program chat
- Your deals and forecast
What your client sees
- Travel advisory
- Arrivals
- Schedule
- Confirmed services
- Your approvals
- Approved amounts, if you share them
- Galleries
Every touchpoint, in your name.
Four things your client and their guests open. Proposals and presentations carry your logo, colors and fonts. The rest carry your company name and icon, in a neutral design. None of them carry ours.
Destination presentations
Slide presentations, one per destination, built with your own images. Share each one as a link in your brand, with an optional expiry date.
Photo galleries
Albums for each event, with download links for guests and optional passwords and expiry dates. Photographers upload from a link, with no account.
Guest waivers and check-in
Guests sign waivers from a link. Greeters run Airport check-in from check-in links. Guests and greeters only need the link.
Guests get their event photos before they get home.
Photographers upload from a link, with no account. Guests download from a link, with no account. Turn on approval for an album, and nothing reaches guests until someone on your team approves it.
Everything your client sees
Growth and upClient ViewA live page where your client follows their program.Branded client proposalsProposals and presentations carry your brand, never ours.White-label brandingYour logo, name and colors on everything a client or supplier sees.Destination presentationsDestination slideshows, shared as a link in your brand.Growth and upPhoto galleriesPhoto and video galleries from the trip, to share with guests.
Client experience questions
Whose brand does the client see?
Yours. Proposals and destination presentations carry your logo, colors and fonts, with an accent color and cover for each proposal. A proposal opens in the design you choose from six, each previewed in your brand. Client View, galleries, waivers and check-in pages carry your company name, icon and link preview, in a neutral design with nothing of ours. Emails to your client go out under your company's name and logo, from our sending address. Your client should never need to know who makes your software, so we stay out of sight.
Can the client see costs or margin?
No. Client View, and everything else your client sees, only ever receives what the client pays. Supplier costs and your margin are never sent to them. It is not a hidden column: the server keeps those numbers back, so they never reach your client's screen.
Do clients and guests need accounts?
Not to follow a program. Clients get a link to Client View, with a password if you set one. Guests get private links for galleries, waivers and check-in. Photographers get an upload link. Client View, proposal and gallery links can have an expiry date, and you can switch off a client page link at any time. Client contacts you invite can also sign in to the client portal, a page in your company's name. They sign in with a one-time link sent by email, never a password, and see all their programs.
Why does Client View matter to a corporate client?
Duty of care. Under ISO 31030, incentive guests traveling for their employer fall under travel-risk management. “452 of 600 guests arrived, everyone is accounted for” is something your client can show their own leadership. After the trip, on Growth and up, you can publish a client version of the after-event report on the same link. Most DMCs cannot offer this. You can.
Show your next client their own live page.
A live page with their name on it is the strongest slide in your pitch. See how it looks with your branding in the demo.