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What are my options for allowing my clients to access my tools?

SYMPTOMS

No symptoms.

SOLUTION

Your tools work in one of two ways:

(1) Direct Links - Allows you to set up direct links to each of your tools from your website (or integrate using any of the methods provided in the Code Builder) and anyone can access them directly without a password. Their event information can be saved and loaded using just their email address. This is not a password protected option and anyone will have access to your tools.

(2) Client Area - You will set up a password for each of your clients along with which tools you want them to have access to. They will log in to the Client Area using their event date and password. If you turn the "Force Login" feature to "Yes" (on the Master Settings page of your control panel) then this will only allow those with a login to access your event planning tools. This method allows you to control who uses your tools and also gives clients a single place to log in and have access to all of their event planning tools.

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