- For Organizers — how to set up and customize your portal.
- For Guests — how attendees sign in and use it.
Part 1 — For Organizers (Setting up your Client Portal)
In Lunacal, you are the Organizer. The people who book with you are your guests (the portal calls them your clients).
What guests can do in your portal
Once it’s live, your guests get a single, branded home for:- Bookings — view upcoming, past, cancelled, and unconfirmed bookings; reschedule or cancel.
- Packages — browse the packages you offer and book sessions from them.
- Resources — view and download files you’ve shared.
- Notes — see notes you’ve shared with them (and add their own).
- Overview — a branded homepage with your bio, logo, and custom content widgets.
Step 1 — Open your portal settings
Go to Settings → Client Portal, then click Customize to open the full-screen editor with a live preview.Step 2 — Set your branding
In the Portal Styles panel you can configure:| Setting | What it does |
|---|---|
| Background / Sidebar color | The sidebar and background color (solid color or gradient). |
| Text color | Color of text shown against your background. |
| Company logo | Upload an image (max 5 MB, with a crop tool) or use your company name as a text logo. |
Step 3 — Edit your section
In the preview, click into the area at the top of the portal to edit:- Name — pre-filled from your profile.
- Bio — a short welcome message for your guests.
- Profile picture — pre-filled from your avatar.
Step 4 — Add content widgets (optional)
You can add up to 4 widgets to your portal homepage. Available widget types:- Text — written content with tabs (e.g. an “About” section).
- Video — an embedded video.
- Gallery — a set of images.
- Document — downloadable files (e.g. PDFs).
- Audio — audio files.
- Social media — embedded Instagram, TikTok, LinkedIn, or Facebook posts.
Step 5 — Save and publish
- Your changes auto-save as a draft while you work, so you won’t lose anything.
- When you’re happy with it, click Publish to make the changes live for your guests.
- You can keep editing a draft after publishing — guests only ever see the published version until you publish again.
First time? If you’ve never customized your portal, Lunacal sets up a default for you automatically — your name and bio, a default gradient background, and a starter “About” widget — so the portal works even before you touch it.
Step 6 — Get the portal to your guests
Guests reach your portal through a secure access link that Lunacal emails them when a booking is created. The link is valid for 7 days. (See Part 2 for what they experience.)Part 2 — For Guests (Using the Client Portal)
The Client Portal is where you manage everything for your sessions with your organizer — in one branded place. You don’t need to create a Lunacal account.
Signing in
There are two simple ways in: 1. From your email link When your organizer books a session with you, you’ll receive an email with a secure link to the portal. Click it and you’re in — no password needed. The link is valid for 7 days. 2. With a one-time code (OTP) If your link has expired, or you’re returning later:- Go to the portal and enter your email address.
- We’ll email you a 6-digit code.
- Enter the code to sign in.
What you can do in the portal
Once signed in, you’ll see a sidebar with these sections:| Section | What you can do |
|---|---|
| Overview | Your organizer’s branded homepage — bio, logo, and content they’ve shared. |
| My Packages | Browse the packages your organizer offers and book sessions. |
| Bookings | View your upcoming, past, cancelled, and unconfirmed bookings. Search them, and reschedule or cancel as needed. |
| Resources | View and download files your organizer has shared with you (and upload your own). |
| Notes | Read notes your organizer has shared, and add your own. |
Managing a booking
- Open any booking to see its full details.
- If a booking is awaiting confirmation, you can accept or decline it.
- For confirmed bookings, use the booking’s options to reschedule or cancel.
FAQ & Troubleshooting (Clients)
Q: I don’t have a password. Is that normal?A: Yes. The portal uses email verification codes instead of passwords. No Lunacal signup is needed. Q: I entered my email but didn’t get a code.
A: Wait a minute and check spam. Make sure you’re using the exact email from your booking. Contact your host if it still doesn’t arrive. Q: My verification code doesn’t work.
A: Codes are 6 digits and expire after a short time [VERIFY exact OTP expiry]. Request a new code by going back and clicking Get OTP again. Q: The portal link in my email expired.
A: Links expire after 7 days. Use the login page and Get OTP instead. Q: I don’t see any packages.
A: You may not have purchased a multi-session package yet, or you may need to select the correct host on the Choose your coach screen. Single bookings still appear under Bookings. Q: I can’t reschedule or cancel.
A: Your host may have disabled these options for that event. Email them directly to request a change. Q: I uploaded a file but my host can’t see it.
A: Confirm the upload completed and you selected the correct package. Try refreshing the page. Large files over 10 MB will be rejected. Q: Why does the portal look different from Lunacal’s website?
A: That’s intentional — your host customized the portal with their own branding so it feels like their business, not a generic scheduling tool.