AURA

Client review of options and the client's answers

The client sees each frame as a card in the studio's brand style and answers «Like» or «Needs changes». The studio reads the answers in words on the project's «Client review» page. Access is set by the invitation to the project.

Learn more: Help · Features.

Reviewed:

How to use it

  1. Send the client a link: on the page of a finished frame click «Show the client», and the window opens at once; in the «⋯» of the estimate click «Show the client» and in the «How do you want to show the client?» window choose «Send for approval». Enter the «Client's email», leave the ones you need ticked under «Options for the client» and click «Create a link for the client». The link is valid for 7 days; AURA does not send an email: copy the link and forward it yourself. You can also invite the client through «Team and access»; if they only need to choose frames, limit access to the selected options. «Invite the client to the whole project» in the same window opens the «Invite the client» panel with the «The client views and comments» right.
  2. Open the project → the «For the client» step → the «Client review» card («Open the review» or, when there are remarks, «Open the remarks»). In the «Client's answer needed by» field, set the day and click «Save»: above the options the client will see «Please answer by … so we have time to order the decor». «Remove the date» clears it.
  3. The client signs in by invitation and sees your studio's logo and name, the project name in your brand style font, a greeting by name and the «Approved N of M» counter.
  4. Under each frame, the client clicks «Like», or writes what to change in the «What to fix» field and clicks «Needs changes»: text is required for this answer, while «Like» can go without a comment. An answer can be taken back: «Cancel» next to «You approved» or «Change the answer» next to a change request. If another participant has already answered for the frame, «Answer differently» opens the form: the latest answer counts.
  5. On the page, the studio sees the answers in words: «Approved: name», «Needs changes: name» with the text of the request, or «Waiting for an answer», with the total «Liked · Needs changes · Waiting for an answer» at the top. «Mark for the client» records an answer the client gave by phone, «Clear the answer» removes any answer. «Discussion» under a frame opens the conversation about it.

Good to know

  • The client sees the studio's logo and brand colour if branding is enabled for your account; the name and font always come from the studio's brand style. The client sees the contacts under the options («Questions? Write to the organizer:») only once the brand style is saved: the page does not show the phone and email from your personal profile.
  • If there are no options, first create finished visualizations and check the participant's access scope.
  • An answer belongs to a specific image. If a frame has been reworked, it needs to be reviewed again.
  • You can cancel only your own answer; the project owner and editors can clear any answer.
  • The client review page shows only visualization frames as cards. The client does not see the guest seating or the estimate here: an invited client has no access to the floor plan and prices, they are sent in the client presentation. On the page, the studio sees the «Estimate» card with the total and the «View the estimate» button.
  • The client presentation opens by a public link without sign-up, while the client review page works inside an account: the client needs to sign in. These are different ways of working with the client.
  • The client's answers to the slides of a presentation are read with the «Client replies» button in the editor (the «Client feedback» panel), and the answers about frames on this page. The «How do you want to show the client?» window leads to both ways; the article about showing the client has the details.

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