What happens when my client buys a service?

Once the client makes a purchase through your storefront, they'll be prompted to create an account. This account will give them access to a white-labeled dashboard, where they can view and manage their subscription going forward. They'll also need to submit a project brief to provide the pro with the info they need to get started.

A pro is automatically assigned to the purchase and notified that they have a new project. After the project brief is submitted by the client, the pro will contact the client via messaging in the dashboard within 1-2 US business days and touch base about getting started on the project.

The client can contact the pro at any time by sending them a message through their dashboard. The client can expect to hear a response within 1-2 US business days. If the client ever needs further support, they (or you) can contact our support and we'll help facilitate.

The client can also expect to receive regular updates about the status of their project. For each of the client's projects, the pro will submit a monthly project update to let the client know what was accomplished for their project during that month.

Watch the video below to see what a client experiences when using Workify.

Read more about clients' experience using Workify in this guide.

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