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  2. Working with clients

Working with clients

Send approvals, collect requirements, and keep clients in the loop.

Help center

  • Getting started
  • Working with clients
    • Send your first design for approval
    • Share your portal link — what your client sees
    • Collect client requirements with a form
    • Respond to client feedback and questions
    • Add multiple clients — approvers vs viewers
    • Preview the portal as your client sees it
  • Capturing your work
  • Money & invoices
  • Project lifecycle
  • Daily workflow
  • Send your first design for approval

    Upload a design, send it through the portal, and get a one-tap client approval.

  • Share your portal link — what your client sees

    Send the link, walk your client through phone-number login, and let them explore.

  • Collect client requirements with a form

    Send a branded intake form covering budget, style, lifestyle, and priorities.

  • Respond to client feedback and questions

    Keep the conversation on the portal — clients get a WhatsApp ping when you reply.

  • Add multiple clients — approvers vs viewers

    Add a spouse, parent, or partner with the right level of access.

  • Preview the portal as your client sees it

    Open the portal in read-only mode to check everything before you share.

Still stuck? Message us on WhatsApp.

Typical response in under 4 working hours.

+91 99011 01166
Aarca
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