Using Basecamp with Clients | Basecamp Office Hours

In this Basecamp Office Hours session (recorded live on October 23, 2024), Kimberly from the 37signals Product Team and Ashley from Customer Support walk through working with clients in Basecamp. During this 45-minute session, they share best practices for collaborating with clients. They also answer customer questions live during the webinar. Timestamps: 00:00 – Welcome 02:12 - The "client" terminology 02:55 - Housekeeping for the live session 04:15 - Ashley from the Customer Support team 05:15 - What clients can and can't do in Basecamp 07:33 - Setting up your project before adding a client 09:28 - Turning on client access in a project 11:01 - Adding a client to your Basecamp account and adding a client to a project 13:00 - Working with multiple clients from different companies in a single project 14:35 - What the client sees when accessing a project 16:36 - Best practices for onboarding clients 19:20 - How to decide who should be a client vs. collaborator 20:18 - Using public links to share access with someone outside of Basecamp 22:06 - Options for client approvals in Basecamp (Message Boards, To-Dos) 23:55 - Can I add clients to a template? 25:15 - Can clients see the other people on the project? 26:42 - Additional onboarding best practices with clients 28:40 - Using the Card Table for client approvals 32:10 - Using Docs & Files for client approvals 33:24 - How should you categorize interns, as employees or clients? 34:20 - Suggestions for dividing out client projects 36:58 - Adding clients in bulk to projects 38:30 - Can you turn off client access after it's been turned on? 39:30 - Basecamp browser vs. desktop app 41:00 - Using Card Table as a CRM 42:38 - The Basecamp Community 43:25 - Wrap-up Helpful Links: 🔗 Video tutorials: https://basecamp.com/learn 🔗 Working with clients tutorial video: https://basecamp.com/learn/beyond-the-basics/working-with-clients 🔗 REWORK podcast: https://37signals.com/podcast/ 🔗 Using Card Table video tutorial: https://basecamp.com/learn/beyond-the-basics/card-table For follow up questions, reach out to [email protected]