Benefits of Using a Client View in Alcove
Client Updates Without Email Overload:
Enable clients to stay informed about product status without overwhelming their inbox.
Visibility on Important Dates:
Share crucial dates with clients, ensuring everyone is on the same page regarding timelines and milestones.
Detailed Product Information:
Let clients view essential product details such as images, SKUs, vendors, manufacturers, colors, and finishes, fostering a comprehensive understanding of the selected products.
Transparent Tracking Information:
Include tracking information, such as the freight carrier and pro number, allowing clients to monitor the progress of their orders.
How to Create an External Page for Your Client
To set up the Client View for your clients, follow these simple steps:
Log into your Alcove account.
Navigate to the desired project and open the Overview page.
Find the External Pages section.
Scroll to the Client View.
Click on the Settings icon next to the Product Status View.
Customize the product information you want to share and close the window.
Utilize the toggle to activate the live view for the client.
Copy the unique link generated and share it with your client. OR you can send the link via email straight from Alcove if you have the Gmail sync enabled:
Note:
Your clients can access the unique link without the need to log in or create an account.
Information Your Client Can View
Once your client accesses the unique link, they will have a user-friendly interface with the following capabilities:
View Products List or Gallery: Clients can choose between a list or gallery view for an organized representation of products.
Filter Products & Search Products by Name: Clients can filter products based on room, type, or status. They can also locate a specific product by its name.
Detailed Product Information and Comments: By clicking on a product, clients can view a Tear sheet containing the information you decided to share. Additionally, they can leave comments, fostering seamless collaboration and feedback.
Note:
Each Product page now has a Client View tab where you can see your client's comments:
