> ## Documentation Index
> Fetch the complete documentation index at: https://docs.creatordb.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Client Sheets

> Understand how to use client sheet features in CreatorDB to organize and track brand and client information

The client sheet gathers recommended creators for a campaign in one place, alongside the campaign's budget and pipeline stages. You can review each creator's deliverables and price, track where they sit in the workflow, and act on them on the same page. The client sheet can be shared with external clients and campaign team members to help streamline the campaign process.

* For marketing or talent agencies, see [Agency tasks](#agency-tasks).
* For brands or clients, see [Brand and client tasks](#brand-and-client-tasks).
* Viewing creator cards, review history, and comments works the same for everyone. See [Tasks for everyone](#tasks-for-everyone).

> [!NOTE]
>
> * Client sheets require a paid plan. For details, see [CreatorDB pricing](https://www.creatordb.app/pricing).
> * To open a client sheet, you need a CreatorDB account with access to that campaign's client sheet. Campaign managers, members, and viewers get access through their campaign role once the campaign has a client sheet. External clients need to be invited to the campaign with the **Guest** role. Sharing the link alone doesn't give access.
> * The steps on this page assume you're logged in to CreatorDB. If you don't have an account yet, see [Create an account](/creatordb_app/getting_started/getting_started.md#create-an-account).

![Client sheet actions for different organization types](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_sheet_feature_map.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=f1a5b8ba39008c3f9439123b4484f83a)

## Client sheet user interface

The client sheet user interface allows you to view and manage recommended creators for a campaign at a glance.

![Client sheet with numbered callouts](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_sheet_ui.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=c321f11e9f045be747873db42c66d2b2)

| No. | Label | Description |
| - | - | - |
| 1 | **Back to Kanban** | Returns you to the campaign's Kanban board view. This button isn't shown to Guests. |
| 2 | **Share** | Generates the share link for the client sheet. |
| 3 | **Campaign name** | The campaign name. |
| 4 | **Budget** | The total campaign budget. |
| 5 | **Committed** | The budget amount committed to creators. This only counts the client price of creators in the **In progress** and **Completed** stages. |
| 6 | **Remaining** | The remaining budget amount still available for committing. |
| 7 | **Proposals** | A tab showing the number of creators currently in the proposal stage. |
| 8 | **In progress** | A tab showing the number of creators with ongoing campaign collaborations. |
| 9 | **Completed** | A tab showing the number of creators whose campaign collaborations are completed. |
| 10 | **Sort by** | Sort the creator list. The available sort fields depend on the selected tab. |
| 11 | **Name** | The creator's name, profile picture, and country. |
| 12 | **Platform links** | Links to the social media platforms that the creator is active on. |
| 13 | **Category** | The creator category chosen when the creator was added to the sheet. |
| 14 | **Deliverables** | The deliverables agreed for the collaboration. |
| 15 | **Price** | The price type and price. Agencies see the creator price and estimated margin; Guests see the client price. |
| 16 | **Status** | The creator's current status in the campaign workflow. For details, see [Client sheet stages and statuses](#client-sheet-stages-and-statuses). |
| 17 | **Comments** | The number of comments on this creator. Click to view or add comments. |
| 18 | **More actions** | Opens a menu of additional actions, based on your campaign role: **View card**, **Edit price**, and **Remove from sheet**. |

The **In progress** and **Completed** tabs add columns for the **Expected publish date**, **Promo code**, **UTM link**, and published content.

## Client sheet stages and statuses

![Client sheet workflow](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_sheet_workflow.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=a98268791aa6d16ff6248479485e5c71)

There are three main stages in the client sheet workflow: **Proposals**, **In progress**, and **Completed**. Each stage has its own set of statuses that indicate where the creator is in the campaign workflow.

| Stage | Description |
| - | - |
| **Proposals** | The agency has proposed the creator, but the brand or client hasn't approved the proposal yet. |
| **In progress** | The brand or client has approved the creator, and the creator is working on the deliverables. This stage tracks script and video reviews. |
| **Completed** | The creator's deliverables have been approved and published. The collaboration is finished. |

> **Proposals statuses**
>
> ![Proposals workflow](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/proposals_workflow.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=016b3d6b8003682ce9edb4f79171fc19)
>
> | Status | Description |
> | - | - |
> | **New** | The creator was just added to the sheet and is ready for client review. |
> | **Agency pending** | The agency is reviewing the client's feedback, such as a counteroffer, before replying. |
> | **Brand reviewing** | The brand or client is reviewing the creator's proposed terms. |
> | **Approved** | The creator's proposed terms have been approved. |
> | **Denied** | The creator's proposed terms have been rejected. |
> | **(Move to In progress)** | Moves an **Approved** creator to the **In progress** stage. Only **Approved** creators can be moved. |
>
> The brand or client reviews a proposed creator with **Approve**, **Counteroffer**, or **Deny**. For details, see [Reviewing a proposed creator](#reviewing-a-proposed-creator). The agency can also set **Approved** and **Denied** from the status menu.

> **In progress statuses**
>
> ![In progress workflow](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/in_progress_workflow.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=035fe4bde82630497ca62993347892f0)
>
> | Status | Description |
> | - | - |
> | **Preparing** | The creator is preparing the script, or after script approval, the video. |
> | **Script ready to review** | The creator's script is ready for review. |
> | **Script editing** | The creator is revising the script based on feedback. |
> | **Video ready to review** | The creator's video draft is ready for review. |
> | **Video editing** | The creator is revising the video based on feedback. |
> | **Publish ready** | The video is approved and ready to be published. |
> | **(Move to Completed)** | Moves the creator to the **Completed** stage once the content is published. |

## Opening a client sheet

Every procedure on this page starts from the client sheet.

1. Click **Campaign**, then select an organization and a campaign. \
    The campaign's Kanban board appears.
2. Click the **View client sheet** icon at the top of the campaign. \
    The client sheet appears on the **Proposals** tab.

![The View client sheet icon at the top of a campaign](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/open_client_sheet.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=77177b9c646017dcbed98746b590bba3)

If the campaign doesn't have a client sheet yet, campaign managers see a **Create client sheet** icon in the same place. Click it once to create the sheet. Adding the first creator to the sheet also creates it.

> [!TIP]
>
> Guests go straight to the client sheet when they open the campaign. Guests can also open the client sheet share link while logged in.

## Agency tasks

As an agency, you add creators from the campaign's Kanban board to the client sheet when you're ready to pitch them, then track your client's reviews and the creator's deliverables until the content is published.

> [!WARNING]
>
> You must be a campaign manager or member to perform the tasks in this section. For details, see [Card management permissions](/creatordb_app/user_guide/campaigns/kanban_board_view.md#card-management-permissions).

### Adding a creator to a client sheet

The creator must be in the campaign and have a **Creator price** set on their card.

1. On the campaign's Kanban board, open the creator's card.
2. Check the **Creator price** and **Deliverables**. These carry over to the client sheet, so set them first.
3. Click **Add to sheet**. \
    The **Add creator to sheet** window appears.
4. Select a **Creator category**.
5. **Optional:** Change the **Client price**. \
    CreatorDB suggests a client price with a 30% agency margin and shows the **Estimated margin** as you type. The client price can't be lower than the creator price.
6. Click **Add to sheet**. \
    The creator is added to the **Proposals** stage with the **New** status, and the card shows an **Open client sheet** link.

![Add creator to sheet window](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/add_creator_to_client_sheet.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=bcf07294b2d23ade3a0d9f30fad6e885)

### Editing the client-facing price

1. [Open the client sheet](#opening-a-client-sheet).
2. Click the **More actions** (⋮) icon in the creator's row and select **Edit price**.
3. Enter the **Client-facing price** and click **Save**. \
    CreatorDB recalculates the agency margin.

![Edit client-facing price window](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/edit_client_facing_price.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=5f6aa5164f54f5a819ad32e7e5984053)

### Changing a creator's status

1. [Open the client sheet](#opening-a-client-sheet) and select the tab the creator is in.
2. Click the creator's status. \
    A menu of the statuses for that stage appears.
3. Select a status and confirm.

![Status menu on the Proposals tab](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_sheet_change_status.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=e414376848c4f21a10cb67bf3712a3ad)

To move a creator to the next stage, select **(Move to In progress)** on an **Approved** creator, or **(Move to Completed)** on an in-progress creator. For the full list of statuses, see [Client sheet stages and statuses](#client-sheet-stages-and-statuses).

### Submitting a script or video for review

The creator must be in the **In progress** stage.

1. [Open the client sheet](#opening-a-client-sheet) and click **In progress**.
2. Click the **More actions** (⋮) icon in the creator's row and select **View card**.
3. Click **Add script** or **Add video draft**, and enter the link.
4. Click **Submit for review** and confirm. \
    The creator's status changes to **Script ready to review** or **Video ready to review**.

![Adding a script link on an in-progress creator's card](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/submit_content_for_review.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=d878596bc6b2e7b808c0843148aaa33f)

> [!TIP]
>
> To let your client know the content is ready, tag them in a comment (for example, `@client_name`).

### Adding a promo code and UTM link

1. [Open the client sheet](#opening-a-client-sheet) and click **In progress**.
2. Click **Add** in the creator's **Promo code** or **UTM link** column. \
    The creator's card opens.
3. Enter the **Promo code** and **UTM link**. They're saved to the creator's card.

### Moving a creator to Completed

The creator must be in the **In progress** stage and have published the content.

1. [Open the client sheet](#opening-a-client-sheet) and click **In progress**.
2. Open the creator's card (**More actions** (⋮) > **View card**), enter the published content URL, and close the card.
3. Click the creator's status and select **(Move to Completed)**.
4. Click **Move to Completed**. \
    The creator appears on the **Completed** tab with the published content link.

![Move creator to Completed window](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/move_creator_to_completed_5.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=83a38d0372ac9b434e7f05c348743b9b)

### Sorting creators on the client sheet

Click **Sort by** above the creator list and choose a field. Each tab is sorted separately:

| Tab | Sort fields |
| - | - |
| **Proposals** | Price type, Status |
| **In progress** | Price type, Status, Expected publish date |
| **Completed** | Published date, Price type |

### Removing a creator from the client sheet

> [!WARNING]
>
> Removing a creator from the client sheet deletes the creator's sheet entry and all related data, including reviews and comments. This can't be undone.

1. [Open the client sheet](#opening-a-client-sheet).
2. Click the **More actions** (⋮) icon in the creator's row and select **Remove from sheet**.
3. Click **Remove**.

## Brand and client tasks

As a brand or client, you review the creators your agency proposes and approve their scripts and videos before they're published.

> [!WARNING]
>
> The agency must invite you to the campaign with the **Guest** role, and you must be logged in to the CreatorDB account they invited. A share link alone isn't enough: without access, CreatorDB shows **You do not have access to this page.** Contact the campaign manager for help.

As a Guest, you only have access to the client sheet. When you click **Campaign** and select the organization, CreatorDB lists the client sheets you've been invited to.

### Reviewing a proposed creator

| Action | Description |
| - | - |
| **Approve** | You accept the proposed terms and price. The agency can then move the creator to **In progress**. |
| **Counteroffer** | You propose a different price type or price. The agency reviews it and continues the negotiation with the creator. |
| **Deny** | You reject the proposed terms. No further action is taken on this creator. |

1. [Open the client sheet](#opening-a-client-sheet). \
    The **Proposals** tab appears.
2. Click **Review** in the creator's row, then click **Review** in the creator panel. \
    The **Review creator** window appears.
3. Select **Approve**, **Counteroffer**, or **Deny**. For a counteroffer, choose a price type and enter the new price.
4. **Optional:** Enter a note or reason.
5. Click **Confirm**. \
    The creator's status changes to **Agency pending** until the agency responds.

![Review creator window with Counteroffer selected](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/review_creator.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=55729cdab26744efea76ef62bf697623)

### Reviewing a creator's deliverables

![Client script and video review workflow](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_script_and_video_review_workflow.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=87b642e654aafe8a8d2bcd6d00aefb89)

Deliverables are reviewed in two rounds: first the script, then the video. You must approve the script before the creator can move on to the video. Reviews can take several rounds, so allow enough time before the campaign deadline and follow up with your agency regularly.

![Client script and video review status changes](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/script_and_video_status_workflow.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=f5d98dbdb77ad879e5ef72de73459c68)

| Action | Script result | Video result |
| - | - | - |
| **Approve** | Status changes to **Preparing** while the creator makes the video. | Status changes to **Publish ready**. |
| **Request changes** | Status changes to **Script editing**. | Status changes to **Video editing**. |

1. [Open the client sheet](#opening-a-client-sheet) and click **In progress**.
2. Click **Review script** or **Review video** in the creator's row, then click the same button in the creator panel. \
    These buttons only appear when the status is **Script ready to review** or **Video ready to review**.
3. Click **View script** or **View video draft** and review the content.
4. Select **Approve** or **Request changes**, and enter a note or reason.
5. Click **Submit**.

![Review script from creator window](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_approve_script.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=a56cbcab57828321e94c43449339269c)

To change a review after you submit it, click the **Edit** icon next to your review result. After you request changes, the review button is unavailable until the agency submits the revised script or video.

## Tasks for everyone

### Viewing a creator's card

The creator card shows the creator's audience and platform stats, plus the review and comment history for this campaign.

1. [Open the client sheet](#opening-a-client-sheet).
2. Click the **Comments** icon in the creator's row. Agencies can also use **More actions** (⋮) > **View card**. \
    The creator panel opens on the **Review & Comments** tab.
3. Click **Overview** to see the creator's audience and platform stats.

![The Overview tab of a creator card](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_view_card_3.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=93a2151ce3f87007e0dbb383a5515b30)

| No. | Section | Description |
| - | - | - |
| 4a | **Gender** | The gender distribution of the creator's audience. |
| 4b | **Age breakdown** | The age distribution of the creator's audience. |
| 4c | **Country breakdown** | The countries where the creator's audience is located. |
| 4d | **Platform stats** | Followers, engagement rate, and average plays, likes, and comments on the creator's platforms. For details, see [Platform statistics](/creatordb_app/user_guide/managing_creators.md#platform-statistics). |

> [!NOTE]
>
> Audience data only appears if the agency imported it on the creator's card before adding the creator to the sheet. For details, see [Importing a creator audience demographic data from CreatorDB](/creatordb_app/user_guide/campaigns/kanban_board_view.md#importing-a-creator-audience-demographic-data-from-creatordb).

### Viewing the review history

On the **Review & Comments** tab of the creator panel, click **Review history**. The **Review history** window lists every review result for the creator, with who submitted it, when, and any notes.

### Managing comments

On the **Review & Comments** tab of the creator panel, you can add comments and tag people with `@`. Comments are visible to the agency and the client team.

You can reply to or react to any comment, and edit or delete your own:

* **Reply:** click the **Reply** icon. The reply mentions the comment's author.
* **React:** click the **React** icon and pick an emoji.
* **Edit:** click the **Edit** icon, change the text, and click **Save**.
* **Delete:** click **More actions** (⋮) > **Delete**, then confirm. This can't be undone.

![Comments on the Review & Comments tab](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/client_sheets/client_sheet_comments.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=db50ef039623bc6b2d0696319224a6c8)


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