It's import to keep your clients in the loop by sending them a call sheet draft to review before delivering it. For example, there might be sensitive information you may need to hide that your client will bring to your attention.
Getting approval from clients or teammates is fast and simple. You can also have a threaded conversation directly on the page.
Share your call sheet for approval
- On the Preview page, click Request Approval
- Enter contact details and a custom message
- Then click Send to Recipient
Review the comments
On the Call Sheet Preview page, scroll to the bottom to view a threaded conversation with your collaborators. This is where you can have an ongoing discussion with your clients or teammates.
After they've reviewed the call sheet, they can easily click Approve. After it's been approved, you'll receive an email confirmation.
Best practices for call sheet approvals
Faster workflow
- It's always a good idea to send out your call sheet for review and approval well in advance so that you have time to make the revisions
What's next?
Great, now that you learned about sending out call sheets for approval, it's time to:
- You can track call sheet view and confirmations
- Find out what each call sheet status stands for
- Learn how to resend a call sheet