It's easier than ever to collaborate with clients. Your clients won't need to log in to your account — they’ll receive everything via email.
Check out our recorded Clientside class for a thorough exploration of Clientside and how to use it with your team.
If your client wants to review all your messages in one place, they can log in with a PIN to the Message Board.
Emailing your client
When you've added a client to your Project, you'll see a tab that says
Email the client. Go ahead and click on it. Your Project has a template for a kickoff message to your client. You can make any edits you want, or skip sending it entirely. It's up to you!
Once you've done that, head back to the Clientside. Click
Send a new email to the client…
If you need to ask a client to approve something, you can do that too.
…Then choose who in the client organization should receive the email, and write your message! Everyone on the Clientside will be automatically listed as a recipient, and you can CC people on your team too.
Note: The Clientside works like email: Once you add a message to the Clientside, it’s impossible to edit what you've sent.
When your clients get an email, they can simply hit the reply button to respond to you.
Basecamp will thread that reply along with the original message. It's simple for them, and for you!