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Events and rental: Customer portal for balloon decorators

A customer portal for balloon decorators where clients view colour proposals, revisit venue agreements and approve each decoration, without it all vanishing into a chat thread.

Customer portal for balloon decorators. A customer portal with documents, status and a decision point. Example with demonstration data.

What customers of balloon decorators want to see.

Between approval and the party there is a lot of back and forth for a balloon decorator. You send a photo of a colour test with three shades, the client hesitates between two and asks their partner. At a wedding the planner wants to look too, and the venue has its own arrangements on setup time and what may go on the walls. Everything runs through messages, with photos that are not tied to any version. A week before the wedding nobody remembers which colour test was approved, whether setup was agreed for ten or eleven and whether the client still wanted the extra columns.

Customer portal for balloon decorators

Example
  1. 1

    Decide who can look in

    Done

    The client gets access to their own job and can invite others, such as a partner or wedding planner.

  2. 2

    Show colour tests and agreements

    In progress

    The portal shows per decoration the colour tests with photos, the latest sketch, the venue arrangements on access and fixing, and the status of each choice.

  3. 3

    Approve each decoration

    Next

    The client approves the colour test for each decoration or leaves a comment.

From invitation to approval.

Decide who can look in

The client gets access to their own job and can invite others, such as a partner or wedding planner. For each person you set whether they can only view or also approve. A venue can get separate access to just setup times and fixing arrangements, not prices or colour choices.

Show colour tests and agreements

The portal shows per decoration the colour tests with photos, the latest sketch, the venue arrangements on access and fixing, and the status of each choice. When a new colour test arrives, the previous one stays visible for comparison. Setup and removal dates are shown clearly as well.

Approve each decoration

The client approves the colour test for each decoration or leaves a comment. Approval applies to that version only. If the client wants a different shade or an extra piece afterwards, you see it is a change after approval and can judge whether it still fits stock, time and price.

Less email, the same records.

Colour choices and arrangements now run through chats, social media messages and sometimes email. The portal does not replace those conversations but records the decisions in one place. Colour tests and sketches are yours, the venue's house rules belong to the venue and the wishes to the client. The portal stores who approved what and when. You keep messaging clients as usual, but the final choice lives in the portal.

Portal or just the chat

For a small birthday a chat is fine. For weddings, corporate events or jobs with several decorations and several people involved, the overview slips away quickly. The portal pays off mainly for those larger jobs, where approval from the wrong person or a missed change has real consequences on the day.

Physical colour test or photo

A physical test with real balloons shows the shade best but needs a meeting or delivery. A photo is quicker, but colours differ per screen. A middle route is a daylight photo with a reference card in shot, and when in doubt a physical sample the client can collect or have dropped off.

Let the venue look in or not

Giving the venue access to setup times and fixings prevents standing at a locked door on the day. Not every venue wants another system to log into. You can also send the venue a simple summary by email from the portal, so the arrangements are still recorded in the same place as everything else.

What customers find in the portal.

In the portal every job gets viewers and approvers, colour tests per decoration with earlier versions, venue arrangements and approval per version. Before going live we try an ordinary birthday where the client chooses quickly together, and a wedding where the planner asks for a different shade after approval. Reminders for open choices and a summary for the venue can be switched on whenever you like.

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Does a client need an account to use the portal?

No, the client receives a personal link by email or message. For business clients with several events a year, a permanent login can be handier. Anyone you invite only sees the jobs they were invited to.

Can a wedding planner approve on behalf of the couple?

You decide that per job. The planner can be a viewer or an approver. The portal always shows who holds which role, so you never order a shade the couple has not seen themselves. Roles can be changed at any time.

What if a client does not choose before the deadline?

The portal shows the date by which the colour must be fixed, because you order balloons after that. As it approaches, the client gets a reminder. If no choice comes, you see that and can agree with the client which shade you will use.

Does the venue see our prices or the party colours?

No, unless you want it to. The venue only sees what is relevant to them: setup and removal times, where the decoration goes and how it is secured. Prices and your conversation with the client stay private.

One place for your customers.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeCustomer portal for balloon decorators Being filled in Ready for the call
What you want

Customer portal for balloon decorators: clients see colour proposals and venue agreements per decoration and approve everything in one place.

Parts
  • Decide who can look in
  • Show colour tests and agreements
  • Approve each decoration
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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