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 support@basecamp.com