> ## Documentation Index
> Fetch the complete documentation index at: https://help.lunacal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> The Client Portal is a branded space where your guests sign in to manage everything tied to working with you — their bookings, packages, resources, and notes — all under _your_ brand instead of Lunacal's.

This guide has two parts:

1. [**For Organizers**](#part-1--for-organizers-setting-up-your-client-portal) — how to set up and customize your portal.
2. [**For Guests**](#part-2--for-guests-using-the-client-portal) — 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.

No Lunacal branding is shown to your guests — they see *your* name, logo, and colors.

### 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:

1. Go to the portal and enter your **email address**.
2. We'll email you a **6-digit code**.
3. Enter the code to sign in.

After signing in, you stay logged in for **7 days** on that device. After that, just request a new code with your email.

### 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.