Okay I just had a disaster where in my account I built my clients site and my portfolio. First I got my clients card and paid and purchased his plan. I then was in my own account, assuming in site settings that I was separate from his account, and purchased my portfolio plan (since it was my own free workspace I didn’t think twice and assumed it had my card; again wasn’t in his site settings).
after researching this it seems confusing. I then tried to add another card to I guess is my workspace? To then select which card to use for which client. This doesn’t seem feesible?
So moving forward as a freelancer. How do I essentially handle different clients?
Do I have to create a workspace with their own credentials and have them give me access? this seems weird.
You can keep the site in your workspace, and use Client Payments.
When you setup a Site Plan, you can choose to invite the client to pay. You supply their email, they are messaged and supply their payment details.
Or, after you finish the site, you can have the client setup their own workspace and transfer the site to them. Then create the site plan.
You’ve got a bit of a mess right now because the client’s payment form is attached to your account, and the site’s plan is attached to that. I think you’d have to cancel the site plan to establish client payments but that means their site is down.
You might consider giving them your current Workspace instead..
Something like…
Create a new workspace under a different email you own. Transfer your own sites there. Change the name and email on your current workspace to your client’s details, since it now belongs to them, and has their CC details.
Then you can change your new account’s email to the one you want.
However if the client’s site is in another workspace, you either need to sign in there with the client’s login to admin it, or you can invite your new workspace as a guest- but to do that your new workspace needs to be on an agency or freelancer workspace plan.
Follow up: Can I just use my business account for the workspace and have the clients pay me for their sites. and then pay their hosting with the card on file?
You could try changing the card on the account, and hopefully it should pick up at the next monthly billing. then yes, bill them outside of the system.