How do I use Spoak for client projects? What is a Pro project?

There are two types of projects in Spoak: personal projects and Pro projects. Pro projects have advanced settings that allow you to customize which elements of the project you want your client to be able to see or not see (like the total budget, shop links, etc). Pro projects also include approval workflows so you can send your client a design, budget, or shop list for approval.

To turn your project into a pro project, hit the settings ⚙️ icon in the bottom left of the project, you'll see a 'Pro project' toggle.

Once you turn this on, you'll then be able to update a few Pro Project-specific settings:

Client Settings:

1. Show all product details - your client will see all product details including the price and purchase links to the vendor website.
2. Disable purchase links - your client will see the product price, but not be able to click the purchase link to the vendor website.
3. Disable purchase links and hide prices - your client will not be able to see the price of the item or the purchase link to the vendor website.
4. Disable purchase links, hide prices, and hide brand details - the most strict option, your client will only see the images of the products and the names, no other information.

Default Things View

This determines how your client will see all of the Things (products/Vizis/Plans) in your project! You can further customize the view when Grid is selected.

Check out how to customize grid view in this FAQ about organizing using Sections!

Default Tax & Markup

If you're doing the purchasing for your client, you can set a default tax & markup so that you're not setting this value on each item you add to your shop list!