Team Roles

While BuddyClients includes a Freelancer Mode, it is built with teams in mind. When a client selects a service on the booking form, they can choose from team members who offer that service.

Rather than making you select each and every service a team member offers, BuddyClients groups team members and services into roles.

For example, an editor may offer line editing, proofreading, and developmental editing. A designer may offer logo design, cover design, and illustrations. In this case, you would create two team roles: editor and designer. Then you assign the roles to your team members and your services.

In the above example, when a client selects proofreading on the booking form, they will be prompted to choose their editor. Only team members whose roles include editor will be available in the dropdown.