Shared Pages & Proposals

When you share a page or proposal with a client, they receive a secure link to view and interact with your content. This guide explains the client-facing experience.

How Shared Pages Work

Each shared page uses a secure, token-based URL. This means:

• No sign-in required - Clients can view the page without creating an account
• Unique per booking - Each link is tied to a specific booking
• Expiration - Links can have an expiration date after which they’re no longer accessible
• View tracking - You can see when the client opens the page

{/_ TODO: Screenshot of a shared page as seen by the client showing the page content /} {/ Preferred filename: shared-page-client-view.png _/}

Client Interactions

Depending on the blocks you included in the page, clients can:

View Content

Read text, headings, and view embedded videos.

Accept Terms

If you included a Terms Form block, clients can read your terms and conditions and submit their acceptance directly on the page. The acceptance is recorded against the booking.

{/_ TODO: Screenshot of a terms acceptance form as seen by the client /} {/ Preferred filename: shared-page-terms-form.png _/}

Download as PDF

Clients can download the page as a PDF for their records.

Decline a Booking

If you included a Decline Button block, clients can formally decline the proposal. When they click it, they’re taken to a decline confirmation page and the booking status is updated to Cancelled.

{/_ TODO: Screenshot of the decline confirmation page /} {/ Preferred filename: shared-page-decline.png _/}

View Tracking

When a client opens a shared page, the view is tracked and you can see analytics about:

• When the page was first viewed
• How many times it was viewed

Page Expiration

Shared pages can have an expiration date. If a client tries to access an expired page, they’ll see a message that the link is no longer available.

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Next: Configure your account in Settings & Integrations.