Creating a Client Profile
In order to share your Project with a client through your Studio, you'll need to create a Client Profile for them.
**Note** If the client purchased a package from you, their Client Profile was created at the time of purchase and they do not need to be invited to your Studio.
First things first, we’re going to go click on the client icon in your studio menu.
That's going to take us to our Client page where you will click Add Client.
Type in the client's name, email address, and phone number (optional) and then click the Save button.
You will then select the new client’s profile. You can see that, currently, the client is not added to any projects.
You can fill out the client's information by selecting the Pencil Icon and add any public notes in the notes section. If you'd like to also keep track of birthdays, anniversaries, or something similar--really anything you want to--you can click the Pencil Icon, then Add Custom Field in the left-hand side of the pop-up window.
Click it, put in the name of the field, designate what type of field it is. So, for example, if this is how you want to keep track of websites, you can do that. If you want this to be applied to all users, click the square beside Apply to all clients. Once you have it the way you'd like, click Save.
Pro tip: If you have a couple, or multiple people working on the project together (as clients), we suggest creating separate profiles for each person.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.