Walkthrough

From an empty workspace to a finished round.

Eight steps, start to finish. The first four are setup and happen once; the rest is what every round looks like.
1Step 1

Create your workspace

A workspace is your agency. Sign up with your name, email and a password, and you are its owner — you can see everything in it and invite the rest of your team.

Worth knowing: One account can belong to several workspaces later, with a different role in each, so use your own email rather than a shared one.

2Step 2

Add a client

Clients group the work. Add the company whose site you are reviewing — the people who leave feedback on their projects are remembered against it, so you recognise who said what next time.

3Step 3

Add a project

A project is one site. Give it a name, pick the client, and paste the address — staging or live. Mark which it is, so nobody leaves feedback on the wrong one.

Behind a password: If the staging site is protected, save the username and password on the project. The review screen signs in for you, and the password is encrypted before it is stored.

4Step 4

Invite your team

Owners see every project in the workspace. Members see only the ones they are put on, which is how you keep one client’s work away from people who are not on it.

Every round

Steps one to four happen once. This is the part you repeat.

5Step 5

Start reviewing

Open the project and press Start review. The client’s site loads inside the review screen — the real site, so menus open and video plays. Browse to whatever you want to talk about.

Switch between Comment and Browse. In Browse you use the site normally; in Comment, a click leaves a pin.

6Step 6

Send the link to your client

Every project has a review link. Copy it and send it however you normally talk to them. They open it, type their name once, and start — no account, no password, nothing to install. An email is optional on an open link: it is what lets them hear when you reply.

Who can use it: Leave it open to anyone with the link, or limit it to certain email addresses or one company domain. You can replace or revoke the link at any time, and the old one stops working immediately.

7Step 7

Work through the feedback

Comments arrive pinned to the page they were left on, at the width they were left at. Open Feedback to see the whole project in one list, filter to what is still open, and click any row to jump to its pin.

Reply to ask a question, resolve what is done, and write internal notes when something is for your team rather than the client — they never see those.

Anyone can reword their own comment, which is marked as edited with the time, or delete it. Your client can do the same with theirs.

Deleted is not gone: A deleted comment goes to the project’s trash for 30 days, replies and all. A workspace owner can put it back exactly as it was, or remove it for good.

8Step 8

Start the next round

When a pass is finished, start round two. Comments keep the round they were left in, so earlier rounds stay readable and nobody argues about what was asked for the first time.

That is the whole thing. Try it on your next round.

Free while we are getting started, and your clients never make an account.