Invite your clients into their own projects
Agencies can now invite a client into the projects they build for them. The client chats, follows the SEO and adds files; the agency sees what each client used and what its own work in their projects cost, per month, ready to invoice.
An agency builds a site and then answers the same questions again and again: how is the site doing in Google, can this text change, where is that page. From today the client can ask Rekhu Builder themselves, in their own project, while the agency keeps control.
A client sees only their own projects
Under Account → Clients you invite a client by name and e-mail and choose their projects. They get a mail with a link to set a password, and when they sign in they see those projects and nothing else.
In a project, a client can:
- chat with Rekhu Builder, in their own chats and in chats you share with them;
- follow the SEO tab and run an audit;
- add files such as texts and photos.
A client cannot change what you set up. The Connection tab, the keys and the library stay hidden. They can't choose the model or remove files, skills, schedules or your chats. The project knowledge is theirs to read; anything new they tell Rekhu Builder in the chat.
Clients are not team members and take no seat on your team.
A monthly limit on their own work
The invitation sets the most a client's own work may cost a month, from your credit. When it is reached, their chats stop until the next month or until you raise it under Change.
What to invoice
Each client on the Clients page shows two amounts for the month you choose:
- Their own work: what the client's chats and audits cost.
- Your work for them: everything else that ran in their projects, including your chats, schedules and audits.
Download as CSV lists every request of that month with its date, project, who asked, the chat and the cost, to invoice from or to share with the client.
Invitations
An invitation link sets a password once. After the invitation is accepted, the link no longer works, for clients and team members alike.
Next: clients who pay their own work from a wallet of their own.