Showing the client a presentation: the link and why the button is unavailable

How to use it

1. In the presentation editor, add at least one slide. Wait until the current operation finishes.
2. Open «Check before sending» in the «More actions» menu. Fix the «Fix» items right away: while they remain, you cannot create a link. Wait until the top bar says «Saved».
3. Click «Show the client» in the top bar: the «How do you want to show the client?» window opens with three ways. «Send for approval» (the line under it says «A link to the presentation: the client approves or writes what to fix») opens the «Share with client» window: choose the expiry and click «Create link». If «Check» items remain on the slides, the editor shows them once more: go back to the slides or click «Share anyway».
4. Copy the link and open «Open as client» to check it. Then send the link to the client yourself: AURA does not send the email.
5. To close access, open the same window and click «Revoke link».

What the client sees by the link

The page behind the link is your studio's page, not AURA's: at the top are the studio's logo and name, below them the project name, a line like «Presentation · Decor concept» and the «What we need from you» line («Look through the slides and reply»; if the presentation has an estimate, «Look through the slides, approve the estimate and reply»). The client needs no account.

On a computer the «Your decision» panel stands on the right: for the slide on screen «Like» (for an estimate slide «Approve the estimate»), «Changes needed» and «Comment», for the whole presentation «Approve the concept» and «Ask a question». On a phone and a tablet a bar is pinned to the bottom of the screen: «Like», «Changes needed» and «Ask a question».

1. The client signs the first answer with a name: the page asks once, «Introduce yourself so the studio knows who the feedback is from. We ask only once.». An email is optional.
2. «Approve the concept» asks for confirmation: «Approve the whole concept? The studio will receive the confirmation with your name and the time and will move on to preparation.» The answer «Yes, I approve» records the decision, and in the editor a line about it appears above the slides with the «Open the client's replies» button. The client's page then says when the concept was approved and adds «To change the decision, write to the studio».
3. At the bottom of the page are the studio's contacts: the «Call me» and «Write» buttons, if a phone and an email are set in the «Brand kit», and the «Made with AURA» credit. The «⋯» at the top of the page holds «Request rental» (if the presentation has an estimate), «Call the studio» and «Write to the studio»; on a phone «Download PDF» is there too.

• If the link is revoked or has expired, the client sees «Link unavailable» and «This link no longer works. It was revoked or has expired. Write to the studio and they will send you a new one.» While there are no slides, the page says «The studio is still preparing the presentation. Please check back later.»
• When you look at the page with the «Open as client» button, the top says «Studio preview: not counted in client statistics».

Walk through the hall in 3D

1. First save the views you want to show the client in the project's «Hall in 3D». The client's scene opens at the first view in the list.
2. In the presentation editor, open the «Style» tab on the right and find the «What the client will see» block. Tick «Walk through the hall». If the project has several floor plans, choose the one you need in the «Floor plan» list.
3. Save the presentation and use «Open as client». Under the slides there is now a «Walk through the hall» block with the «Open the 3D scene» button.
4. The client clicks «Open the 3D scene» and looks at the hall on their own: «From above» rotates the hall, «Walk» leads from the entrance at eye height, and the view buttons under the scene fly to your saved views and to the ready-made «From above», «Whole hall» (the walls cut at 1.2 m, like a dollhouse), «From the entrance» and «From the stage». On a phone, the walk moves and turns with the joystick in the corner of the scene; on a computer, with the W, A, S, D keys or the arrows.

• The checkbox is visible only if the project owner has access to the «3D scene» beta and the project has a floor plan. The client needs nothing: no sign-up and no beta invitation.
• The scene is schematic: walls to the plan's dimensions, tables, chairs, the stage and decor stand where the plan puts them at their real size, but your 3D models are replaced by simple furniture of the same size. If such an object has no label on the plan, its kind is written above it, for example «Installation». Columns and route arrows from the plan are shown too: the guest route and the setup route lie on the floor, as on the plan slide.
• When the plan has several floors, the client gets a «Floor» switch with the floors and «All» next to the viewing mode, ready views for each floor, and on a walk the stairs lead to another floor. With «All» the walls of the lower floors are transparent, so you can see what is inside. The floor plan slide of the presentation shows each floor on a page of its own, for example «Floor plan · Floor 2».
• If the plan has a ready «Real venue» (a 3D scan of the venue) in the «Hall in 3D» and «Show to the client» is ticked for it, the client sees the real venue in place of the drawn walls and floor, while the furniture and decor stay as on the plan. While the scan loads, the scene says «Loading the real venue: N%». If the venue should not be shown, untick «Show to the client» in the «Real venue» window of the «Hall in 3D».
• The link does not show guest names, prices, the names and files of your 3D models, the measurement source or the venue drawing on the floor. The scene and snapshots of it cannot be downloaded through the link.
• The wall and floor colours and materials, the ceiling height and colour and the views come from the plan's «Hall in 3D» in its latest version: if you change them there, the client sees the change the next time they open it.
• The scene works while the link is valid: after «Revoke link» or when the link expires it does not open. If the floor plan is deleted or archived, or the owner's beta access is closed, the «Walk through the hall» block disappears for the client and the editor shows a warning.
• It is not a slide: the PDF, the PPTX and the slide show have no scene, and opening the scene does not count in «What the client saw». A fly-through video for a file is recorded in the «Hall in 3D» with the «Fly-through» button, and a photorealistic video with its own client link is made by «Video tour» in the «Hall in 3D».

Good to know

• The «Show the client» button (the «Send for approval» way, the «Share with client» window) is unavailable for an empty presentation and while an operation is running, and you cannot create a link while the check has «Fix» items. You also need edit rights.
• Creating a link can be blocked by issues in the presentation. The reason is shown in the window; clicking again does not remove it.
• The client sees the saved version. Speaker notes and internal data are not shown.
• The page behind the link uses the studio's brand colour (buttons, links, slide numbers) with a readability check; the client sees the latest version of the floor plan on the slides, and the estimate from the budget shows the same total as the «Request rental» form.
• On a phone, the client sees the slides as a feed with large text, the estimate as rows and the «Approve the concept» button at the end. On a computer, the same button is in the panel on the right and on the final slide.
• «What the client saw» shows statistics on opens and slides. Your own preview through the dedicated button does not count as the client's.
• This is access by link: the recipient can forward it. For named access to the project, use «Team and access». Showing the board does not create such a link by itself.
• The link keeps working even if the studio's access to the presentations beta is closed: the client does not need to do anything again. To revoke the link, use the «Revoke link» button separately.

Related guides

• How to invite someone to a project and to the visual board
• Frames, «Show» and exporting the board
• Hall in 3D: the project’s hall in three dimensions
• How to show the client: a presentation, frame approval and a PDF
• Client review of options and the client's answers