Owner tools
Client onboarding
One private checklist per project. Start from common questions, select the project type, and add only what makes this client different. The client can autosave answers and you can see progress here.
Checking owner access…
Sign in to the owner workspace first.
Open owner sign-in, then return here. Client answers are not public.
Create a client intake
Nothing is emailed automatically. You'll receive one private link to share when ready.
Client link ready
Share this privately with the client. The link stays available below.
Client checklists
Open a client to review their answers, needs-help items, and handoff stage. Existing VB Laser Designs checklist remains unchanged.