Help Center / Getting Started

Invite clients and share progress

Use client-facing tools without losing control of your internal workspace.

How sharing works in Freelysta

Freelysta is designed so you can keep internal work private while still giving clients a clear, professional view of progress.

• Share project status without exposing internal notes
• Keep payment and agreement activity centralized
• Use one client record across communication and delivery

When to invite a client

Invite clients once a project has a clear scope, timeline, or milestone structure. That way, the shared view feels complete instead of confusing.

What clients should see

A strong client experience usually includes status updates, deliverables, payment states, and the next expected action from either side.

Keep communication clean

Use project-specific messaging and meeting threads so important approvals, files, and commitments stay tied to the work they belong to.