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Let Clients Approve or Reject Items

Turn on client approvals for a project and choose whether your client's decisions are final.

Written by Scottie Elliott

Your clients can approve or reject the items you propose right in Gather. You'll see each decision on the item, and you always have the final say on its status.

Client approvals are off by default, so you'll turn them on for each project. Your client needs to be invited to the project first. See Invite Clients to a Project.

Turn On Client Approvals

  1. Open your project and go to Project Settings.

  2. Select the Clients tab.

  3. Turn on Approve or reject items.

  4. (Optional) Turn off Clients can change their decision if you want a client's first decision to be final. It's on by default, so clients can switch an item between Approved and Rejected.

Send Items for Review

Set any item you want your client to review to Proposed. Your client will see Approve and Reject buttons on it. Items that are Unspecified or still in budgeting stay hidden from clients.

See Your Client's Decisions

When your client makes a decision, the item's status changes to Approved or Rejected. If clients can change their decision, they'll see the opposite button on the item so they can switch.

Good to Know

  • You always have the final say. Designers can change an item's status at any time, even when clients can't change their decision.

  • Totals: rejected items aren't counted in project totals.

  • Final decisions: if Clients can change their decision is off, any item that's already Approved or Rejected is final for the client, even if you set that status yourself.

Troubleshooting

Problem

What to check

My client doesn't see Approve or Reject buttons

Check that Approve or reject items is on in the Clients tab and that the item is set to Proposed.

My client sees a message that they can't decide on an item

The item is locked or has moved into purchasing (ordered). Clients can't approve or reject these items.

My client can't change a decision

Clients can change their decision is off in the Clients tab. Turn it on, or change the status yourself.

A rejected item disappeared from my client's view

Rejected Options is off in the Clients tab, so rejected items are hidden from clients. Turn it on if you want your client to keep seeing them.

If you don't see these options for your client, you may be on a legacy plan (Solo, Studio, Firm, Enterprise, Spec Lite, or Spec Pro). Please contact our support team to learn more.


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