Creating & sharing a Space

This article walks through building a Space in the editor and the sharing options that control who can open it.

Building the portal

Start from a client

Click New Space and search for the client company first. The setup dialog previews the portal with the client's logo and colors, and lets you pick a theme before content is created.

After the client step, choose the source:

• Saved templates appear first when you have reusable portals
• Recommended includes Mira and the client portal preset when a client is selected
• Starter presets cover common sales, onboarding and data-room layouts
• Blank starts with an empty Space

Use Review & share after the editor opens. The readiness checklist highlights the launch essentials: useful content, a booking path, an active link, invited people and a client-view preview. The assistant is optional and can be enabled later.

Sections and blocks

A Space is organized into sections (the left-hand navigation your client sees) filled with blocks. Click + Add block inside a section to insert:

• Text — rich text edited directly on the canvas
• Document — a single file from your content library, shown inline
• File collection — a browsable set of documents, optionally grouped in folders
• Scheduler — an embedded booking page for one of your meeting types
• Meetings — a smart block showing the client their own meetings with you
• Form — an embedded meetergo form
• Action plan — the shared checklist (see below)
• Embed — paste a Loom, YouTube, Vimeo, Figma, Miro, Google Docs or Canva link and it renders inline; any other https link is embedded as a web page
• Team panel / Client card — who is involved on both sides

Blocks and sections can be reordered, hidden or shown per audience, and every change autosaves.

The action plan

Action plan blocks hold steps with optional phases, due dates and an owner per step, on your side or the client's. When you assign a step to a new person you can add their email address and send them a portal invite in the same step. Clients can check off steps assigned to them, and you see check-offs in the Inbox.

Section templates

Any section can be reused: open the section menu and choose Save as template. When adding a section later, pick it from the saved list. Whole spaces can be saved as templates too, from the Spaces list.

Branding

Open Design in the top bar to set the logo, brand colors and cover image, or pick one of the curated themes. If you linked a client company, meetergo suggests their branding automatically.

Sharing and access control

Open Review & share or Share in the top bar. The first invite or copied link publishes the Space; after that, edits go live as you make them.

Inviting people

Add people by email on the People tab. Invited people are pre-verified: they open the portal without an extra verification step. You can send the portal link by email directly from the invite.

Share links

Each Space can have one or more links, each with its own protection:

• Email required — visitors identify themselves before viewing
• Email verification (OTP) — visitors confirm their address with a one-time code
• Password — classic password gate
• Allow / deny lists — restrict access to specific addresses or domains
• Expiry date — the link stops working automatically
• Watermark — documents are stamped with the viewer's identity
• Screenshot protection — adds copy and screenshot friction for sensitive portals
• Owner notifications — alert the owner when someone opens the link
• Visitor questions — collect extra details before the portal opens
• Custom link preview — set the title, description and image used by link previews and the access gate
• NDA gate — visitors accept an agreement before entering; acceptances are recorded
• Download control — allow viewing only, or viewing and downloading

Visibility per audience

In the Share dialog you can also hide individual sections or blocks for specific audiences, for example internal pricing detail that only one stakeholder group should see. Hidden-by-default mode supports staged releases where you unlock content over time.