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.

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.

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.

Recent Comments: Only you will see Proposal comments for your projects. This will be replaced by the client's credits reports.

Quick Actions: This will be replaced with actions that the client needs to take in their studio. For example pay an invoice, sign a contract, approve a proposal.

Icons in the upper right-hand corner: They'll have the same icons you do apart from your chat bubble! **Note** This is the same throughout their Studio

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!

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.

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, Moodboards, 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.

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.

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.

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

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

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

Family Room View through the Client View

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 a drop down menu for the Views they are attached to. They will not be able to set Field of Visibility, toggle card/table view, or filter by categories/tags.

**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

Client View

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.

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 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.

Designer View

Client View - Logged into the Studio

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).

Designer View

Client View

Clients never see the Orders tab this is specifically for you and any vendors you choose to share them with.

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.

**Note** This can be toggled off. Example shown via Calendly link. You can also use Acuity or Google Calendar. Learn more about embedding appointments.

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.

**Note** This can be toggled off. Example shown via JotForm. You can also use Google Forms, Survey Monkey, Type Form, etc. Learn more about embedding questionnaires.

Designer View

Client View

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.

**Note** This can be toggled off.

Designer View

View only Folder

Upload to Folder

Client View

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.

Designer View

Inside the Task

Client View

inside the Task

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 not able to edit assignees or tags on the outer view of a task. They are also not able 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.

**Note** This can be toggled off.

Designer View

Inside the Moodboard

Client View

Inside the Moodboard

What's different?

Moodboard Tab - Clients will only see moodboards made visible to them. Clients will not be able to add new moodboards or see the status of visible to client. Clients will not be able to see or click on the three dots on a moodboard to edit or delete the moodboard.

Inside the Moodboard - Clients will not be able to Publish or Lock the moodboard.

Clients will only be able to see the Item List associated with the images. Clients will not be able to change the name, background color, toggle gridlines, or export an image of the moodboard. Clients will not be able to add images, products, or text to the moodboard. Clients will not be able to edit the Item list by deleting items, changing the name of products, or moving the items around with rotation, sizing, etc.

**Note** This can be toggled off.

Designer View

Inside a Note Client can View Only

Inside a Note Editable by Client

Client View

Inside a Note View Only

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.

Designer View

Client View

What's different?

Chat Rooms - Clients will only be able to see messages they have been added to

New Chat Rooms - Clients will not be able to create new chat rooms. They can only submit messages within the Message Thread(s) you've created for them.

Upper right-hand icons - Clients will not be able to archive the chat. Clients will not see or be able to click the pencil icon to edit the name of a Message thread or edit the users on a Message.

Archived - Clients will not be able to filter to see Archived messages

Designer View

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!