Before sharing
- Check every page, caption and product variant. Hide working pages that should not appear to the client.
- Use linked library products for pieces you want to move into procurement.
- Choose a clearly named project schedule to receive approved products.
- Remember that anyone with the link can open it. Share it only with the intended recipients.
Create the link
- Open Share in the pinboard toolbar, or in More on a smaller screen.
- Choose a schedule for approved items. To make one here, choose Create new empty Schedule, enter a name under New empty Schedule, then choose Create. If the project has no schedules, this form is already shown. Create link stays unavailable until a schedule is selected.
- Choose whether to Show studio logo & name.
- Choose Create link, then Copy.
- Send the copied link using your usual email or messaging service.
What the client can do
The client opens an item to review it, Approve or Reject it, and open its comments. When posting a comment, the client supplies a name and email; the name appears with their comment. This is guest identification, not an Atelier account. Comments stay attached to the item. A comment badge helps you see which pieces have feedback. Ask for a specific decision, such as Please approve the chair and rug, and comment on the fabric option.What an approval changes
Client comments and approvals appear in Inbox with a link back to the pinboard. Open the schedule to verify quantities, costs and status before ordering. No order is placed by approving a pin.
If approval fails because no schedule is linked, return to Shared, select a project schedule and ask the client to retry.