You made it to the project stages! Hurraaaayyyy! 🎉
Yess is the #1 productivity suite for freelancers and clients. This means we have also considered how both will collaboratively work on any project!
To invite clients, you need to create a project first or you should have an ongoing project on Yess!
Client or freelancer can also invite their partners using the same method
Let's learn about inviting clients or customers to Yess! 😊
Inviting Clients or Freelancers 💫
There are certain ways through which you can invite your clients or customers to Yess.
Project Creation Stage
Want to know how to create a project? - Check this article.
To invite the client to the project creation stage, click on
Projects→Create Project Button
Select the project status (stage) → Enter the information (the email ID of the client is important!) → Click
Create
This will automatically invite your client to that project on Yess! 🎉
Inquiry Stage / Kick-off Meeting Stage / Contract Stage
In the first stage of a project i.e. Inquiry Stage, if you have received an inquiry about a project, your client will automatically be invited to Yess.
But if your client requests to add someone from his side then 👇
Click on
Invitebutton present on the top OR from the drop-down
Enter the email ID of the client → Choose Client → Click
Invite
To invite freelancers, click on
Partnerrather than client
Inviting Only For Meeting
Do you just want to invite the client's partner or want to client's another email ID for just the kickoff meeting invite?
Follow the below same process to invite other freelancer (Partner) - Instead of clicking on client attendee, just click Partner Attendee
We have probably covered every way through which you can invite your client. Collaborate & create! 🎉
See the below article for better understanding -