Feature Showcase

Interactive Client Portal

Offer your clients a premium, read-only dashboard. Share RSVP numbers, budget breakdowns, and timeline updates in real-time.

100%Progress transparency on phase milestones and checklists
1-ClickSecure access invitation using temporary magic links
0Email chains or missed updates regarding event budgets
Read-only peace of mind
Client Portal

A professional portal for client approvals.

Stop answering "are we there yet" calls. Share a secure, branded portal link where your clients can monitor phase progress and sign off on decisions.

Branded Portal Link

Share a read-only portal styled with your logo and brand colors.

Milestone Approvals

Let clients approve vendor bookings and stage designs digitally.

Secure Payment Ledger

Clients view invoices, Naira receipts, and outstanding budgets safely.

DUAL-MODE CLIENT ARCHITECTURE

Two Operational Modes for Every Event Scenario

Whether a client creates their own event to lead execution or receives a read-only portal from a professional planner, NaliGrid delivers purpose-built tools.

Portal Operation Modes
MODE A — CLIENT AS EVENT OWNER

Client-Owned Event Execution Workspace

Designed for hosts, couples, or corporate executives who directly create, fund, and lead their event execution. The client owns the event and assembles their complete execution team across planners, day-of coordinators, vendors, and team members.

"Clients can assemble their entire event team; lead planners, day-of coordinators, directory vendors, and family co-hosts; and assign operational tasks directly."
Create & Define Event ScopeDefine event type, date, venue, guest target, budget allocation, and milestone phases directly from the client dashboard.
Assemble Full Execution TeamInvite Lead Planners, Day-of Coordinators, Directory Vendors, and Team Members (family / bride-groom party) into one unified workspace.
Task Delegation EngineCreate operational tasks and assign them directly to specific planners, coordinators, vendors, or team members with deadlines.
Financial & Milestone ControlManage Naira budget allocations, release milestone deposit payments to vendors, and track real-time event spending.
MODE B — PLANNER AS EVENT OWNER

Planner-Owned Read-Only Client Portal

Designed for professional event planners who manage the event for their client. The planner generates a secure, tokenized magic link (/portal/:token) giving the client transparent oversight without granting editing access to core operational settings.

"Planners share a polished, branded portal link where clients track live progress, approve budget milestones, and upload photos; zero email clutter."
1-Click Branded Magic LinkShare a secure portal link via email or WhatsApp; clients access their portal instantly without needing to sign up.
Live Phase & Timeline TrackingClients track real-time milestone phase progress and day-of runsheet timelines with visual progress rings.
Digital Milestone Sign-offsClients review and approve vendor deposit releases, budget line items, and design selections digitally.
Guest RSVP & Photo HubTrack live guest attendance numbers, seating assignments, and view/upload event photos in real time.
Portal Benefits

Build Trust Through Transparency

Give your clients a polished, professional oversight space without sharing internal planning details.

One-Click Share

Generate a secure magic link in seconds. Share it via email or WhatsApp; clients access their portal instantly with no account creation required.

Granular Access Control

Choose exactly what each client can see; budget only, timeline only, or full visibility. Your event data stays protected and controlled.

Approval Workflows

Clients can review and approve vendor deposit releases, menu selections, and budget adjustments directly from their portal; no back-and-forth.

"NaliGrid transformed how we manage events. Instead of juggling spreadsheets, WhatsApp groups, and endless phone calls, our entire team, vendors, and clients now collaborate in one place."

Queen Ohamara
Queen OhamaraQmaravie Planners, Abuja

A Unified Dashboard for Your Clients

Give clients the peace of mind they deserve. Share live details without granting editing access to core settings.

Live Budget Breakdown

Clients view budget category charts, payments made to vendors, and upcoming installment deadlines.

RSVP & Guest Tracker

Let clients monitor live RSVP responses, dietary preferences, and VIP table seating parameters directly.

Timeline Tracking

Keep clients informed. Share active planning phases, completed items, and high-level milestones easily.

Escrow Payment Approvals (Coming Soon)

Clients can authorize vendor deposits, unlock milestone payments, and track final balances safely (escrow coming soon).

Frequently Asked Questions

Common questions about this feature.

Client Portal

Ready to run better events?

Ready to delight your clients?

Generate secure portals, share progress, and provide a premium event planning experience.

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