# Family and planners on the client page

A wedding has more people than the one who pays. Each person gets their own sign-in with no password, and sees only what their level allows.

## Add the people

- Open the project, then Client space. People named on the enquiry are already there, as contacts.
- Press Add a person for anyone else. The main client can also add people from their own page.
- Choose what they see. Family sees the plan and events, with no money. Coordinator or planner sees logistics only.
- The project's client is the main client and sees everything. Only they can share the money with someone else, one person at a time.

## Invite them with a tap

- Press Invite on WhatsApp. Your own WhatsApp opens with the words and a link, and you press send there. Invite by email sends one email when you press it.
- Nothing goes out on its own, including for someone the main client added.
- The link signs them in once, within 14 days. After that they sign in with the same phone or email.
- Remove their access stops that one person at once: the page, the gallery from it and their calendar link. Everyone else carries on.

## Ask your questions

- Under Questionnaires, start from a template for the event, change the words, and press Put it on the client's page. No message goes out.
- Change the starting questions in Templates, under Questionnaires. They work with AI off. If AI drafts one, you read it before anything is sent.
- Answers save as people go, so they can stop part-way and answer together. Each side answers its own events.
- A question can say where its answer goes: the venue, the must-have family photos, the crew brief or a task. You see the answer beside what you have, and nothing you typed changes until you choose.

## What your team shows

- The client sees a person's name, role and photo for each event, and a phone for the Project lead only. Never rates, pay, private notes or ratings.
- Until a crew member has been told, the client sees their role alone. Under The team, as the client sees it, press Tell by email.
- Anyone can opt out in My profile, under What clients see, and then shows as their role.

Page: https://isodesk.io/guides/invite-family-to-the-client-page. Updated 31/10/2026.