Everything your client picks lands on the job's Chosen Selections tab, whether they chose it in their portal or with you in showroom mode. This is where you check their progress, adjust quantities, and download the reports you send back to them.
See how far through they are
Open the job and go to the Chosen Selections tab.
Read down the areas. Each one lists the choices made in it so far.
For a quick check without leaving the Summary tab, look at the Selections card on the right of the job's Summary.
Your client works through their decisions group by group, marking each one complete or not applicable as they go. A group they have marked not applicable disappears from their navigation, so if a group you expected has no choices in it, check with them before assuming they have not got to it yet.
Adjust a quantity
Click the quantity on any row and type the new figure. It saves when you click away. Set quantities before you order, because a choice left at a quantity of zero is flagged when you come to generate purchase orders.
Remove a choice
Open the row's menu and click Remove. This removes your client's choice as well, since you and your client are looking at the same record, so let them know before you do it.
Filter to what needs fixing
The Needs attention filter at the top narrows the list to choices with something to fix before you order, such as an item with no supplier or a quantity of zero. Switch back to All to see everything.
Lock areas once they are agreed
When a set of choices is settled, lock it so your client cannot change it after you have ordered.
On the Chosen Selections tab, click Lock area on the area you have agreed, or Lock all selections to lock the whole job.
The area now shows as Finalised.
To reopen it, click Unlock area, or Unlock all for the whole job.
Lock area only appears on areas where your client has chosen something. What your client sees when they log in explains what the lock looks like from their side.
Download the reports
On the Chosen Selections tab, open the Download menu.
Choose Signoff Report for a list of every choice by area with your client's details at the top. This is the document your client signs off.
Choose Visual Report for the same choices with a photo of each product, grouped by area. It suits a client who wants to see the finished look, and it is the one to print for a family member who was not at the appointment.
Choose Selections Schedule for a downloadable version of the Chosen Selection tab. This is ideal for providing to trades or can double as a signoff report if this layout is preferred.
Add your client to the job before you download the reports, because they are built around their details. Anything written in a selection's notes appears on both reports, so keep internal comments in the job's notes instead.
What to do next
If you run selections appointments in person, Running an in-person selections appointment with showroom mode covers choosing alongside your client.
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Running an in-person selections appointment with showroom mode