Sharing your schedule online can be done in two ways: publishing it to the web or publishing it to the client dashboard. Both methods have their benefits, but each is best suited for specific situations.

Using the online link is a simple way to share your schedule with others. The link is always up to date, ensuring that your clients and contractors have access to the most recent version of your schedule.

The client dashboard is a powerful tool that provides a consolidated access point for designers to publish project schedules and files for their clients to review. With customizable features like publishing and unpublishing schedules, hiding sensitive details, and adding custom branding, the dashboard streamlines project management and saves time.

Once you've shared the schedule, your client will receive an email notification. There is no limit to the number of clients or schedules you can add to your dashboard.
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Your clients are able to switch their presentations over to a presentation mode if they would prefer a large, big card based display of their schedules. Focusing on imagery rather than information.

To switch the schedule to presentation mode:

1. Open up the live link of the schedule, or click into the live schedule from your Client dashboard.
2. Select the Four square icon to the top right hand side of your schedule.

You have the option to show or hide specific columns in your live link. Each column contains several product information fields. When a column is hidden, all the corresponding information fields will not appear in your schedule. Likewise, when a column is shown, all the related information fields will appear in your schedule.

You can choose to show or hide as many columns as you like.

Optional column information fields:

Will my clients be able to approve or reject products using the Client Dashboard?
Yes, your clients can approve and reject products within your schedule. Head here to view our product approvals guides.

Is it possible to hide specific information from my clients?
Yes, you can use the field toggle options in your PDF export and live shared versions of your schedules to show or hide different information fields from individual clients.

Can different people on the same project have different Dashboard access settings?
Yes, you can set access levels per client, allowing each person to have different levels of access to the dashboard.

Is it possible to have varying access levels for recipients of a Shared Link?
Any changes made to access settings for a Shared Link will apply to all recipients of that link. Therefore, access levels will be uniform for everyone with the Shared Link. If you need to set different access levels for different clients or contractors, we suggest using the Client Dashboard link instead.

Can I keep my Schedule private while I work on it?
Yes, you can hide your Schedule from all client dashboards by toggling off "Publish to Client Dashboard". This allows you to work on it privately and switch it back on when you're ready.

Can I use my Client Dashboard to share to Trades or Contractors?
You can set up your Trade or contractor as a "Client" to your Dashboard to share schedules and files with them. Simply add their email address to the Publish to Client Dashboard field and set their access level.

Will my existing links and QR codes still work using the new sharing system?
If you have previously shared schedule links or QR codes with clients or contractors, there is no need to resend them. Your links and codes will remain active, and you can modify their access levels from your share settings without the need to reissue them.

Can clients see my trade pricing or mark-up percentage?

If you have turned on the "Add Mark-up" toggle, then no, clients will only be able to view the RRP, the percentage client savings and the total client price. Your mark-up percentages and trade price will not show.
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If you haven't tuned on your "Add mark-up" toggle, clients will be able to see your Trade price and retail price.