Un portal de clientes que acaba con el caos de correos en los cambios de evento

The customer has submitted their inquiry, and we’ve sent out the first quote. Let’s take a closer look at what’s actually possible here in the customer portal, and what it looks like for the customer in the end. Here we can open the portal directly from the customer’s point of view. There we have the upcoming events, and let’s take a look at one of them — the Hüttenabend. Everything is nicely laid out for the customer here. They can also see what’s actually included in the event, answer any open questions, view the full quote, or browse impressions of the venue, and they have their schedule with all the relevant points right here too. Under Documents, the customer sees our quote directly. They can sign it completely digitally right here — and if it isn’t fully finalized yet, they can also request changes at this point. Once the invoice is ready, customers can view it in this section, download it as an e-invoice, or pay directly through the portal by credit card, direct debit, or similar. Then there’s the message portal: customers can write to you directly from the portal instead of going through email or WhatsApp, which already saves a good amount of time, effort, and back-and-forth. Customers can also manage the full guest list here: how many guests are vegetarian or vegan, or which allergies they have. That information goes straight to your kitchen, so the kitchen knows exactly how to prepare everything. There’s also the option to send guest links directly, which is even easier than entering everyone by hand. That works from the customer’s side as well as yours — you can issue those links yourself too. Customers also see their schedule here, showing how the day will run. They can make additional bookings if they want to add more products afterward, and request various changes — for example 90 guests instead of 85, moving the date, or a different answer to one of the questions they already answered. The same goes for changes to individual schedule items or to booked products. Those change requests land directly in your admin area, and you can turn them into a new quote with a single click if it works for you. Once an event is completed — here, for example, the Gala-Dinner is done — there’s also a review link: you can drop in a Google review link directly, or our own form appears, so you find out how the customer felt and whether everything matched their expectations. At the same time, customers can also request the same event again in a similar form right here: they simply enter their preferred date, and with one click, all the data is already carried over. That saves your customers a lot of work and time, and makes it very easy for them to book with you again.