What happens when you link a client — from invitation to instant collaboration.
In the project's ClientLink section, the Pro user enters the client's email and clicks "Send Invitation". A branded email is dispatched immediately.
The email says: "You've been invited to collaborate on [Project Name]" — with a clear CTA button to accept.
The link opens the Chaplin Home accept page — a clean, welcoming page that explains what they're joining.
Simple form: name, email, password. If they already have a Chaplin Home account, it auto-links — no duplicate registration.
The ClientLink status moves to "Accepted". Pro user sees it in their dashboard instantly. Two-way communication is now active.
All modules the Pro user has published to this project now show in the client's Home portal — surveys, decision boards, documents, checklists. No extra steps.
Their Home portal — everything from their planner, in one place.