Let clients update their contact details and get booking reminders without another email from you. TalleFlow is a CRM for creatives, built for photo booth businesses and event pros.
Clients can update their own contact details
How many times has a client emailed a new phone number the week of the event? Clients can now change their name, phone number, and address (street, city, state, ZIP code, country) from the portal. This is on by default. If you'd rather handle changes yourself, switch off Allow clients to edit contact details in your portal settings.
Email stays with you. If a client wants a different email address, the portal tells them to contact your business.
Each change is recorded on the activity of every project that contact is on, and your team gets a notification, so you see what changed without digging.
Your portal, your labels and layout
Rename portal sections so the tabs use your words.
Reorder the home widgets to set what clients see first. The welcome header stays at the top.
Preview the portal while you edit, on desktop and phone sizes.
Action Center now shows a balanced mix of to-dos, so a pile of overdue invoices can't push everything else off the list, and clients can approve all pending approvals at once on the home page or inside a project.
Booking confirmations and reminder emails
Every session can carry a short confirmation message of your own, like parking or what to bring. Clients see it on the confirmation screen after they book and in the confirmation email.
You can also set up to two reminder emails to the person who made the booking. Pick each reminder's timing, anywhere from 15 minutes to 7 days before the session. If the booking is rescheduled, the reminders move with it. If it's canceled, they don't go out.
These booking reminders are separate from invoice payment reminders.
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