Help CenterThe Storetasker Client Guide is designed to help clients understand how projects work on the platform. When questions arise about process, expectations, payments, or communication, sharing this guide is often the fastest way to align everyone and keep the project moving smoothly.
Client Guide: https://storetasker.kb.help
When You Should Send the Client Guide
Freelancers should reference or share the Client Guide when a client needs clarity on how Storetasker works. Common situations include:
1. New Clients Who Are Unfamiliar with Storetasker
If a client is new to the platform and unsure about how projects, billing, or communication work, sending the guide provides a clear overview.
2. Questions About Payments or Billing
If a client asks about:
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How payments are processed
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Why payment happens through the platform
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Escrow or project billing
The guide explains how payments work within Storetasker.
3. Questions About Scope or Project Structure
If there is confusion about:
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How projects are created
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How scope should be defined
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What happens when scope changes
The guide helps set expectations for how projects are structured.
4. Clients Asking for Off-Platform Work
If a client suggests paying outside Storetasker or moving work off-platform, the guide explains why projects and payments remain on-platform.
5. General Process Confusion
If a client seems unclear about the platform, the guide provides a simple explanation of how Storetasker engagements typically operate.
How to Send It
You can simply share the link in your message to the client:
https://storetasker.kb.help
Example message:
“Just sharing our Storetasker Client Guide in case it’s helpful. It explains how projects, payments, and communication typically work on the platform.”
Why This Helps
Sending the Client Guide can:
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Answer common questions quickly
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Set clear expectations early in a project
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Reduce misunderstandings about payments and scope
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Keep projects aligned with Storetasker processes
When in doubt, sharing the guide is a simple way to provide clarity and keep the project running smoothly.