A note before you begin: These tutorial canvases walk you through setting up this Client Portal for a new client. They live only inside your Showit editor and will not appear on your published page. Important: this template requires setup in both Showit and Google Docs. Read through this entire canvas before you start.

The Client Portal connects directly to Google Doc forms you create for each client, which means the Google Docs side must be set up and ready before you can complete the Showit side. Do not move forward with the Showit editor until the steps below are finished.

Step 1 — Set up Google Docs first:
  • Preview this template, and click on all of the buttons in the dashboard - these links open placeholder documents to demonstrate how the portal functions and how information can be organized. These sample documents are not intended to be used directly. Instead, replace each linked document with your own workflow resources and preferred systems.
  • Create or gather all Google Doc forms you plan to use for this individual client (questionnaires, checklists, and any other documents they'll need to complete or reference)
  • Copy and save the shareable link for each document — you'll paste these directly into the Dashboard section in Showit

Step 2 — Gather everything else you'll need:
  • Client names, wedding location, and date
  • All Google Doc links for this client from Step 1
  • A headshot or photo to use in the Intro section - this can be of you OR of your clients
  • Your current contact email (same here)

CUSTOMIZATION
This template is organized into sections called canvases. Work top to bottom, updating each one before moving to the next. To edit any text, double-click the text box and type directly. To swap an image, double click on it and select your replacement image. For a more detailed overview of customizing Showit content, visit learn.showit.com to learn more! Please note: you will need to replace the Process section text with information specific to your unique process.

A note on groupings: Some sections use grouped elements — Our Process and FAQs. To edit text within a group, double-click into the group, then click the specific text box you want to update. To add an item, select the full group, use Ctrl/Cmd+C and Ctrl/Cmd+V to copy and paste, then drag it into position. To remove an item, select the full group and delete it. Always check mobile view after adding or removing any groups.

GETTING STARTED

Client Portal

Emily & Jack

paris, france
June 20, 2026

This portal is your home base throughout the planning process — a centralized space where everything you need lives in one place.

Here you'll find your planning documents, vendor information, design details, and day-of materials, all organized and updated as your wedding takes shape. We recommend bookmarking this page for easy access, and don't hesitate to reach out if you ever have questions about what you're looking at or what comes next.

This is the most important section to get right before publishing. Every button and linked element in the Dashboard connects to a Google Doc created specifically for this client. Any link left over from a previous client — or pointing to the wrong document — will create a broken or incorrect experience for your client.

Follow these steps carefully:
  1. Click on the Dashboard canvas in the editor
  2. Click on the first button or linked element to select it
  3. In the right panel, locate 'Click Actions'
  4. Delete the existing URL and paste in the correct Google Doc link for this client, then hit ENTER
  5. Repeat for every linked element in the Dashboard
  6. When all links are updated, click Preview in the top right and click through every link to confirm each one opens the correct document

Do not publish until every link has been tested.

Dashboard

Our Process

Explore the Overview

Discover

Describe the initial phase of your process, including how you first understand client needs, vision, and priorities.

01

Design

Describe how you clarify direction, establish structure, and define the key elements that shape the overall experience.

02

Plan

Describe how you organize logistics, develop timelines, and build the foundational structure supporting the full project execution to create a seamless wedding weekend.

03

Refine

Describe how you review details and ensure everything is aligned before moving into final execution.

04

Execute

Describe how you bring everything together, manage delivery, and ensure the final experience is completed seamlessly.

05

Each FAQ item is a grouped set: a question text box, a dividing line, and an answer text box. You can add or take away questions as needed. If your question or answer runs longer or shorter than the placeholder:

  1. Double-click into the group to access the text boxes
  2. Drag the bottom edge of the text boxes upward or downward to fit the new text length
  3. Adjust the spacing between question and answer as needed
  4. Click away to exit group editing, and adjust the surrounding FAQ groupings to accommodate - you can use 'Size & Position > Distribute' when multiple groups are selected to even out the spacing between them.
  5. Switch to mobile view and repeat the adjustments there

The FAQs section contains your contact email address at the bottom. Double-click the email text box and confirm it reflects your current contact email, then navigate to 'Click Actions' in the right panel and make sure it links to the correct email as well. Test this link in a Preview before publishing.


FAQs

Frequently Asked Questions

How often is the portal updated?

Your portal is a living document — we update it regularly as planning progresses, contracts are finalized, and decisions are made. You'll always find the most current version of every document here, so there's no need to search through emails for the latest file.

What should I do if something looks incorrect or needs to be changed?

Just reach out to us directly and we'll take care of it. Whether it's a vendor detail, a guest list update, or a change to your timeline, we'll make the edit and the portal will reflect the most current information moving forward.

Are there things I need to complete on my end?

Yes — your planning timeline will outline any action items that require your input, such as submitting guest information, reviewing proposals, or making design decisions. We'll always give you clear guidance on what's needed and when, so nothing catches you off guard.

Who has access to this portal?

Only you and our team can view your portal. If you'd like to share access with a family member or someone helping with planning, just let us know and we'll make arrangements.

We're here to help. Don't hesitate to ask if you have any additional questions.

hello@lamaison.com

The Client Portal is critical — a broken link or outdated detail directly affects your client's experience. Please work through this full checklist before publishing.
☐ Client names, location, and date are correct throughout
☐ Intro image is in place
☐ Every Dashboard link has been updated to this client's specific Google Docs
☐ Every Dashboard link has been click-tested in Preview mode
☐ Process section has been updated to reflect your specific process
☐ Contact email in the FAQs is current
☐ Footer business name is correct (leave XXXX alone as that will automatically update the year)
☐ Mobile view has been reviewed and adjusted as needed

Because this guide is not meant for public search results, click on the page name in the Page Tabe and navigate to Advanced Settings and make sure that the 'Ask Google to Ignore This Page' setting is toggled ON before publishing.

To publish and get your shareable link:
  1. Click the three dots (…) next to this page in the Site Tab and select Rename
  2. Give the page a clear title, using the client's name (i.e. 'Smith & Jones Portal')
  3. Click Publish in the top right corner
  4. Return to the Rename menu to copy your URL slug
  5. Your shareable link is your website domain + / + that slug (e.g., yourdomain.com/smith-and-jones-portal)

Interested in password protection? We offer 'Designer's Touch' services to ensure that this is implemented smoothly - please inquire for more information.

Publish & share