All Collections
Clients
The Client's View
The Client's View

While most of what you see is what they get, never wonder what the client sees when they login to your Studio!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Please note - Since designers use their Studios uniquely to best fit their business, different clients will have different experiences. We always suggest you make a test client, add them to a project and login as the test client in order to get the full client experience for your Studio. The recommended browsers are Google Chrome or Firefox.

**Note** The sections outlined in red on the Designer Views are what clients will not see. If certain areas are hidden throughout the Client's Studio, that is notated the first time it is mentioned in the article.

In this Help Article:

Dashboard

Designer View

Client View

What's different?

The Studio Navigation Menu: Clients will only see Dashboard and Projects in the left-hand project navigation menu. They will not be able to see the Studio Settings menu either. **Note** This is the same throughout their Studio

Task Management: Clients will only see the tasks they are attached to in the calendar. They will also find action items listed here.

Calendar: Events can have one or more people on them. Everyone who is added to the event will be able to see the event on their calendar.

Quick Actions: This will be replaced with actions that the client needs to take in their studio.

  • Contract ready for approval

  • Proposal ready for approval

  • Appointments

  • Questionnaires

  • Invoice needing payment

Recent Projects: Clients will only see the projects they are attached to.

Favorite Projects: Only you can see favorite projects you have favorited. The clients instead will see your Welcome Video/Message if you choose to upload one or will remain blank.

Events: Events are only visible to the Account Owner and team members that have permissions to see events. Clients are never able to see events.

Client Credits: If you add credits to a client profile they will be able to see the break down on their dashboard. If you don't use this feature they will not see this.

Purchased Package receipts: If a client purchases a package from you, they will be able to see a record of the packages that they purchased on their dashboard. If they do not purchase a package this will not show to them.

Icons in the upper right-hand corner: They'll have the same icons you do. The Main difference will be they may not have a ? icon at the top right. This will only show if you select to show default FAQ's or your own custom FAQ's you can create in your studio settings. This section is completely customizable for what you want your clients to know. **Note** This is the same throughout their Studio


Designer Resource Center:

Client Help Center:


Projects

Project Tab

Designer View

Client View

What's different?

Project Statuses: Clients will not see the same statuses you do (unless they select them). Clients can choose which display statuses for their projects they'd like to see based upon the ones you've created but they cannot create any. (Great for VRBOs for instance!)

Search/Filter Panel: Clients will not have the option to filter by archived projects, filter by client, or filter by team member. When you archive projects, clients can still login and see their information like normal, it just helps you clean out your project list!

Number of Projects: Clients will only see the projects you have added them to.

Misc.: Clients will not see the "Add Project" button!

Inside the Project

Please note - The sections below depend on the features you have toggled on or off for your projects. Since designers use their Studios uniquely to best fit their business, different clients will have different experiences. We always suggest you make a test client, add them to a project and login as the test client in order to get the full client experience for your Studio.

The examples below have all features turned on.

Project Overview

Designer View

Client View

What's different?

The Project Navigation Menu: Clients will never see the Orders tab. Tabs you can toggle off (hiding them from the client and you) include Appointments, Files & Media, Design boards, Notes, Proposals, and Questionnaires.

**Note** This is same throughout each of their projects depending on the features toggled on/off on a per project basis.

Who has access?: Clients can see who is on a project but not any emails like you can as the Designer. This helps them remember who they need to contact about their project.

Calendar: Clients will only see events and tasks they have been assigned.

Misc.: Clients will not be able to edit the project overview (pencil icon in the project name and three dots with the project description) nor see the name of the clients in the upper left-hand corner of the Project Overview tab. **Note** This is same throughout each of their projects.

Contracts

Designer View

Client View

What's different?

Pending Contracts: Clients will not see unpublished contracts in this section, only those ready for approval.

Misc.: Clients will not be able to see the "Add text contract" or "Add file contract" buttons. They also will not be able to reorganize the contracts or click on the three dots to edit the contracts.

Inside a contract

Designer View

Client View

What's different?

Contract Body: Clients will not be able to edit the contract or change any of the formatting.

Templates: Clients will not see Contract Templates or be able to apply them.

Misc.: Clients will not be able to check "Ready for client approval" or click on the three dots to Export to PDF or Delete the Contract

Products & Services

Please note - The views below depend on the field of visibility you have set for your Views. Since designers use their Studios uniquely to best fit their business, different clients will have different experiences. We always suggest you make a test client, add them to a project and login as the test client in order to get the full client experience for your Studio.

If you aren't sure how to add a client to a specific view click here.

Designer View

Click here

Designer Enter Views:

Click here

Client View

What's different?

Views: Clients will only see views you've shared with them. They will never see the All Products & Services page. **Note** For product information, what you see is what they get. See the example below for the Family Room View as the Designer and the Client.

Family Room View through the Designer

Click here

Family Room View through the Client View

Click here

Statuses: Clients can only see Proposed Status: Approved Proposed Status: Ready for Approval, Invoiced Status: Paid, or Invoiced Status: Unpaid. They will not be able to see unpublished Proposals, Order statuses, or unpublished Invoice statuses.

Search/Filter Panel: Clients will only see the Views they are attached to. They will not be able to edit, duplicate, reorganize, or delete.

Note that each person is able to pin their own views on the left hand side by selecting the thumbtack icon next to the view name. They will not see the views you pinned.

Proposals

**Note** This can be toggled off.

Designer View

Client View

What's different?

Proposal Status: Clients will not see unpublished Proposals

Misc.: Clients will not see the "Create proposal" button in the upper right-hand corner

Inside a Proposal

Designer View

Click here
Click here

Client View

Click here

What's different?

Misc.: Clients will not see the "Public Note," "Add files," the pencil to edit the proposal, or the "Ready for client approval" buttons. Clients will also have different options when clicking on the three dots in the upper right-hand corner. Clients will only be able to download a PDF of the Proposal whereas Designers can also delete a Proposal or turn the Proposal into an Invoice.

Invoices

Designer View

Client View

What's different?

Invoice Summary: Clients will only see the Invoice Summary that reflects the Invoices made visible to them (as you can see with the eyes on the Designer View). This includes Amount Paid, Amount Owing, and the number of Invoices in each status.

Invoice Status: Clients will not see any Invoices that are not set as visible to them.

Misc.: Clients will not be able to see which Invoices are set as visible versus which Invoices are not marked as ready to pay. Clients will not see the "Create invoice" button in the upper right-hand corner. Clicking the three dots next to an invoice provides a different menu for clients. Clients can only download the Invoice as a PDF whereas Designers can also email the Invoice to the clients from this menu.

Inside an Invoice

Designer View

Click here
Click here

Client View - Logged into the Studio

Click here
Click here

Client View - Paying via emailed Invoice

What's different?

Fees Information: **Note** If you do not have Stripe connected, this box will not show in your Designer View.

Clients will not see the payment processing fees information where you can pass along the fees to the client. They will only see the total of the fees when they click "Pay now" to pay the Invoice.

Payments: Clients will not be able to add a Partial Payment, change the description of a payment or change the due date of a payment. Clients cannot mark an Invoice as paid (if paying via check, cash, etc.), they can only make a payment.

Misc.: Clients will not be able to see the "Public Note," the pencil icon to edit the Invoice number, the "Add payment," "Add files," or the "Ready for client to pay" buttons. Clients have a different menu when clicking on the three dots in the upper right-hand corner. Clients can only download the Invoice as a PDF whereas the Designer can also email to client and view email history.

For a cleaner look, clients also do not see the client list on the Invoice (of the clients attached to their project).

Orders

Designer View

Client View

Clients never see the Orders tab. This is specifically for you and any team members you choose to share them with.

Screenshot

What's different?

Technically everything - this is the one tab within a project where clients will not see the tab or any of the information inside at all.

Appointments

**Note** This can be toggled off to be hidden from everyone on the project.

Example shown via Calendly link. You can also use Acuity or Google Calendar. Learn more about embedding appointments.

Designer View

Screenshot

Client View

Screenshot

What's different?

Add appointment - Clients will not be able to add appointment links to book.

Book appointment - Clients will be able to book the appointment through the calendar function provided by your Calendly, Acuity, or Google Calendar links. By selecting "Open appointment." You will be able to move the appointment to show as booked in the studio by the 3-dots at the top right coroner of the appointment.

Tags - Clients will not be able to add tags to appointments (booked or not). Tags are a great way to keep track of which appointment is for which space, location, etc. Ex. a Showroom visit for the Kitchen.

Update booked date - Clients should be able to reschedule through the confirmation email received through your calendar software (Calendly, Acuity, or Google Calendar) but will not be able to see or click "Update booked date" under the three dots on the top right corner.

Edit or delete appointments - Clients will not be able to see the three dots on appointments (booked or not) to edit (change appointment name or link) or delete an appointment.

Questionnaires

**Note** This can be toggled off to be hidden from everyone on the project.

Example shown via JotForm. You can also use Google Forms, Survey Monkey, Type Form, etc. Learn more about embedding questionnaires.

Designer View

Screenshot

Client View

Screenshot

What's different?

Add Questionnaire - Clients will not be able to add a questionnaire

Complete Questionnaire - Clients will be able to answer the questionnaire within their Studio but will not be able to mark the questionnaire as complete to move it over to the completed questionnaires. This is located under the three dots of a questionnaire

Menu under the three dots of a questionnaire - For open questionnaires, clients will not be able to see the three dots where you can edit a questionnaire (name and embed code), delete the questionnaire, or create a questionnaire template. For completed questionnaires, clients will not be able to see the three dots to uncomplete the questionnaire.

Files & Media

**Note** This can be toggled off to be hidden from everyone on the project.

Designer View

Screenshot

View only Folder

Upload to Folder

Client View

Screenshot

View only Folder

Upload to Folder

What's different?

Folders/Embeds - Clients will only see Folders/Embeds you choose to share with them. You can choose for the client to only view the files within a folder or to upload files into a folder as well. Clients will not be able to create a New Folder or New Embed.

View only Folder - Clients will not be able to add files to a folder with view only permissions. Clients will not be able to see or click on the three dots on a file within the folder to edit the file name or delete the file from the folder. Clients will not be able to see or click on the three dots in the upper right-hand corner inside the folder to edit the folder name, edit share settings, or delete the Files & Media Folder.

Upload to Folder - Clients will not be able to see or click on the three dots on a file within the folder to edit the file name or delete the file from the folder. Clients will not be able to see or click on the three dots in the upper right-hand corner inside the folder to edit the folder name, edit share settings, or delete the Files & Media Folder.

Menu under the three dots of a folder - Clients will not be able to see or click on the three dots on a folder in the Files & Media tab to edit share settings, or delete the Files & Media Folder.

Task Manager

Designer View

Click here

Inside the Task:

Screenshot
Screenshot

Client View

Click here

Inside the Task:

Screenshot
Screenshot

What's different?

Task Manager Tab - The client is only able to see tasks that they are specifically assigned to, either as an assignee or as a watcher. They are unable to edit assignees or tags on the outer view of a task. They are also unable to filter by assignees, watchers, or tags. Last they are also not able to create new tasks

Inside a task as an assignee- Clients are able to edit the status of the task, and select the check mark to mark it as done, check off items on the checklist, leave comments back and forth with others on the task, add and download files, and copy the Task Link.

Inside a task as a watcher- Clients are able to leave comments back and forth with others on the task, add and download files, and copy the Task Link.

Inside a task a client can NOT- Change the Task priority, add or remove assignees/watchers, edit the start/end date, track time, change the project, add tags, edit the description, edit/remove/add to the checklist, copy files to the files and media folder, delete files, or archive/delete the task as a whole.

Design / Mood boards

**Note** This can be toggled off to be hidden from everyone on the project.

Designer View

Inside the Design board

Client View

Inside the Design board

What's different?

Design board Tab - Clients will only see Design boards made visible to them. Clients will be unable to add new Design boards or see the status of visible to client. Clients will be unable to see or click on the three dots on a Design board to edit or delete the Design board.

Inside the Design board - Clients will be unable to Publish or Lock the Design board.

Clients will only be able to see the Item List associated with the images. Clients will be unable to change the name, background color, toggle gridlines, or export an image of the Design board. Clients will be unable to add images, products, or text to the Design board. Clients will be unable to edit the Item list by deleting items, changing the name of products, or moving the items around with rotation, sizing, etc.

Notes

**Note** This can be toggled off to be hidden from everyone on the project.

Designer View

Inside a Note View Only by client:

Inside a Note Editable by Client:

Client View

Inside a View only Note:

Inside a Note Editable by Client:

What's different?

Notes tab - Clients can only see the notes you have shared with them. Clients will not see the menu within the three dots to archive or delete a note.

Inside a Note - Clients cannot change the color of a note. Clients cannot change whether or not a note is visible or editable by the client. If the Client is in a View Only note, the Client will not be able to see any note formatting options at the top. Clients will not see the menu within the three dots to archive or delete a note.

Search/Filter - Clients will not be able to filter by Archived or Visible to Client filters.

Messages

Designer View

Client View

Designated Messaging is turned off:

Designated Messaging is turned on:

What's different?

Conversations - Clients can only see conversations they are on.

New Conversations -

  • Designated Messaging is turned off - Clients cannot create new conversations. They can only reply within the conversation(s) you've created for them.

  • Designated Messaging is turned off - Clients can create new conversations with the team members who have been added as designated recipients.

Upper right-hand icons - Clients cannot archive conversations. Clients cannot see or click the pencil icon to edit the name of a conversation or edit the people on a conversation.

Archived - Clients are not able to filter to see archived conversations.

User Profile

Designer View

Screenshot

Designer Profile

Client Information

Client View

What's different?

Notes - Clients will not see the notes you have entered into their contact information on your end. Clients will see any addresses, contact information, or profile images you have set for their profile and can edit this information.

Notification Settings - Clients will not receive any charge notification emails (when a client pays an Invoice)

Dark Mode - Clients can set their own light/dark mode. This setting will only effect their profile login.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

Did this answer your question?