How do I separate Smartfile when parent wants to pay?

Hi @Kari Solomon!

It sounds like you already know what related workspaces are and know how to use them - perfect.

What I would do in your situation is:

1. Create copies of your smart file template and make one just a standalone invoice + one that’s a service selection and a contract. I would then send the service selection & contract one to the client and customize the invoice based on their selection - to send it to the parent.

This would require some manual work to update the invoice, but it allows both parties to have that separate access.

2. The other solution would be to have one workspace with only your client - to organize your communication with them, and then create a related workspace with them and their parent together. This way, when you send the smart file, they will both have access to it, but you have to make sure they’re all aligned on who takes action where (and the parent doesn’t select the wrong services by accident to speed up the process).

Did this help solve your problem?

Thank you so much! This helps!! I think I might have to put the service selection with the parent because, in most cases they haven’t wanted their students to have access to the prices (I’m a resume writer/job search coach, so we’re talking about parents purchasing services for their recent college graduates), but this clarifies what I need to do. Thank you!