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Linkvoy

Give clients a focused view of the plan.

Publish selected planning items and requests into an event-specific client portal while the team’s internal workspace stays private.

Start free See what gets shared
Linkvoy client portal showing an event summary, private booking status, shared planning attention, upcoming dates, and recent items.
Clients see the event context and only the planning records the team has chosen to publish.
Linkvoy internal portal publishing controls showing active client access, explicit opt-in, published counts, audience selection, comments, and unpublish actions.
Publication is an explicit team action with an audience, status, comments, and a clear way to unpublish.

The planner decides what leaves the workspace.

Tasks, timeline items, questionnaires, and files begin private. The team publishes individual records to the intended client audience when they are ready.

Updates and client-visible comments stay attached to the published record, so the shared conversation remains traceable from the internal plan.

Share with intention, not by accident.

Portal access is scoped to the event and does not turn clients into members of the planning business workspace.

  1. Private by default

    New planning records do not appear in the portal until the team publishes them.

  2. Event-specific access

    Access belongs to one event and expires or can be revoked without adding a workspace member.

  3. Defined audiences

    The primary client, collaborators, or one assigned person can receive the right item.

  4. Limited booking links

    Proposal, contract, and billing status can be shared separately from the whole planning workspace.

Give every shared item a clear client action.

The portal is a focused collaboration surface—not a second copy of the planner’s dashboard.

  1. 01

    Complete requests

    Clients can mark an allowed request complete when the published item supports completion.

  2. 02

    Add comments

    Comments remain attached to the shared task, date, file, or questionnaire context.

  3. 03

    Upload and respond

    Published file and questionnaire workflows can accept the specific upload or response requested.

  4. 04

    Follow the next step

    Attention and upcoming sections bring the client back to the records needing action.

Client collaboration without exposing internal operations.

The portal provides

  • Selected client-facing planning records
  • Event-specific access with expiration and revocation
  • Client comments, allowed completion, uploads, and responses

The portal is not

  • Business workspace membership for clients
  • Automatic sharing of every event record
  • A vendor portal or vendor marketplace

Related workflows

Continue through the connected operation.

Keep clients informed without giving away the whole workspace.

Publish the right request, date, file, or status when it is ready for client action.

Start free See event planning