Sharing is the point of a pinboard. The client opens a link in their
browser — no account, no app, no PDF that is out of date the moment you
send it.
Share it
Shared in the pinboard toolbar creates the link and manages who has it.
Send the link however you normally talk to the client. It stays live —
anything you change on the board is there next time they open it, so there
is no re-sending.
What the client can do
- Comment on an item — Anything specific: Can we change fabric?, I
like this mirror!, dark one. The comment attaches to that pin, not to
the board as a whole.
- Approve an item — A clear yes on a specific piece, recorded against
it.
Commented items carry a badge on the board with the number of comments, so
you can see at a glance where the conversation is.
Where their replies go
Everything lands in your Inbox, newest first, labelled with the
pinboard and the item — A client approved: Ondé Sofa, A client
commented: Can we change fabric?
Selecting a row shows the item image, the comment and the date, with a link
back to the pinboard.
Turning approvals into a schedule
An approval is a decision. Add the approved product to the project’s FF&E
schedule and set its status to Approved, and it flows into ordering
from there — the project Overview will start counting it under Ready to
order.
Pins linked to library products make this quicker, because the product
already exists with its price and vendor.
Send one room at a time. A client asked to approve forty items in one
sitting approves none of them.