Feature
Give clients a place tostay connected
A sleek, branded portal your clients will actually use — no more chasing emails.
Every event detail, in one portal.
Every event detail, in one portal.
What this helps you do
Share project updates and deliverables
Timelines, files, designs, and messages live in one place your clients can check anytime — instead of digging through email threads.
Let clients complete tasks and payments online
Signatures, questionnaires, and invoices all get handled inside the portal — clients finish in minutes, you get notified instantly.
Keep everyone in sync, automatically
Every change you make updates the portal in real time, so clients always see the current plan without you sending a single update email.
Client onboarding
One path from yes to kickoff
Build the same onboarding for every booking with forms, questionnaires, automations, and the client portal. Four steps take a client from yes to kickoff.
Intake form or questionnaire
A branded lead form creates the contact and the project. Questionnaire answers from the portal land on that same contact and project.
Automation sends the welcome
On Essentials and Lifetime, an automation can send the welcome email, create tasks, and move the project to the next stage.
Client finishes in the portal
Clients complete questionnaires, sign the contract, and pay the deposit by card or bank transfer, all in your branded portal.
You create, they keep moving
You plan the event while the portal stays current. On Essentials and Lifetime, automated emails remind clients what is still open.
Workflow automation
Automations that move the job forward
Start the next step when a form or questionnaire is submitted, a contract is signed, or a payment arrives. Each automation can send an email, create a task, or move the project to the next stage. Workflow automation is on Essentials and Lifetime.
From new lead to booked consult
A submitted lead form can send your welcome email and the link to book a consult. When the client signs and pays, the project moves forward on its own.
No digging through email threads
Questionnaires, signatures, and invoices sit together in the portal, so clients know where to go next.
Explore more features
Magic-link access
Clients open one link — no new password to forget
Contacts sign in with a magic link. If they book with several businesses on TalleFlow, they can switch between them without juggling accounts.
Clients open one link — no new password to forget
Contacts sign in with a magic link. If they book with several businesses on TalleFlow, they can switch between them without juggling accounts.
Projects, files, messages, payments, and timelines in one place
Share updates, deliverables, designs, galleries, tasks, bookings, notes, and hours. Clients finish questionnaires, sign contracts, and pay invoices without email archaeology.
Everything for the job
Projects, files, messages, payments, and timelines in one place
Share updates, deliverables, designs, galleries, tasks, bookings, notes, and hours. Clients finish questionnaires, sign contracts, and pay invoices without email archaeology.
Public storefront
Packages, cart, and scheduling on your slug
Publish a branded storefront for packages and guest booking, with scheduler pages, booking presets, and checkout — tied back to your CRM.
Packages, cart, and scheduling on your slug
Publish a branded storefront for packages and guest booking, with scheduler pages, booking presets, and checkout — tied back to your CRM.
TalleFlow capabilities
E-sign in portal
Invite, countersign, and complete contracts with token-based signing flows.
Pay & tip online
Invoice checkout with tipping support and refund-request flows.
Your brand
Portal colors, fonts, and logo sync from business branding settings.
How it’s different
Contact-based portal — not a generic shared Drive folder
Storefront + project workspace in the same product
Real-time-ish updates via events so clients see current status
FAQs
Do clients need a TalleFlow account?
No. Clients are contacts who open a magic link to the client portal, with no new password. They don’t manage a full business account.
Which onboarding steps can run automatically?
On Essentials and Lifetime, automations start when a form or questionnaire is submitted, a contract is signed, or a payment arrives. They can send emails, create tasks, and move the project to the next stage.
Can I start on Freelancer?
Yes. Freelancer covers documents, scheduling, the client portal, and invoicing with a $10 one-time invoice send pass (Stripe fees still apply). Workflow automation is on Essentials and Lifetime.
How do clients pay the deposit?
Clients pay by card or bank transfer from the client portal, through your Stripe Connect account. They can add a tip when they pay. Stripe processing fees still apply.
Can photo booth businesses use this workflow?
Yes. Photo booth businesses use the same path for event details, contracts, and deposits. Snappic runs the booth experience and TalleFlow runs the business side. The Snappic integration is on paid plans.
Can I white-label a custom domain?
Portal branding (logo, colors, and fonts) is supported. Custom domain hosting is not part of the portal, so use your storefront slug and branded emails.