How to Customise What Your Client Can See On Their Selections Board

When sharing a Selections Board with a client, you may not want to disclose certain sensitive information, such as pricing or an item's URL. Houzz Pro makes it easy for you to customise what your client sees when they log in. Read on to learn how.

To test your client's view, click on "Preview and Share" located in the upper right-hand corner. From this page, you will be able to customise what your client can (and can’t) see on the Selections Board through the “Viewing settings”.

The viewing permissions are divided into three categories: Pricing, Item Details, and Approvals.

Viewing settings: Pricing

Under "Pricing," you have the option to show or hide:

• Item Pricing: Selling price of an item
• Budget: How items will impact the overall project budget

Viewing settings: Item Details

This section covers everything related to the items and their details. You can set preferences for:

• Quantity
• Description, Colour, Materials, Dimensions
• Product Links: If you wish to share an item's URL with your client for them to shop themselves, check this box, and the link will be visible for the relevant items.

Viewing settings: Approvals

If you want your client to approve and decline items to make a final selection, navigate to this setting. The options are sorted by the type of item that can be added to a Selections Board:

• Products & Services: Check this box if you want your client to approve or decline products that you have added through your Library or Project Items.
• Mood Boards: Check this box if you want your client to approve or decline the Mood Boards you have created for them in Houzz Pro.
• Floor Plans: Check this box if you want your client to approve or decline the Floor Plans you have created for them in Houzz Pro with the 3D Floor Planner.
• Images & Files: Check this box if you want your client to approve or decline images and files that you have imported.