Jodvie Academy


                                  Clients

How to  register as a client?

 Registration system is very simple and easy. To get registered as a client, a user needs to follow the steps mentioned below: 

Go to the homepage. 

At the top right corner of the page there is a ‘Log In’ button and a ‘Get Started’ button.

■If you are already registered into the system then Log in with your credentials.

■ Else Click the ‘Get Started button’ and register your account. ○

To register, user should provide proper information inside the form . 

Choose ‘As A Client’ radio button.

○ And then Click ‘Join With Us’.

 Who can create a project and how many types of project?

The Client can only create the projects

The Client can create a project in two ways.

1. Open projects for any freelancer

2.Private project for any specific freelancer. 

There are also two types of project and they are:

1. Fixed type project

2. Long term project

 How to create an open project? :

To create a new open project a client needs to follow the below steps:

●Login into the client panel and go to the ‘All Projects’ sub-menu under the ‘Project’ menu.

● The client will be able to create an open project provided that he has not exceeded the limit of creating open projects mentioned by the package that he purchased.

● In there, the client will find the ‘Add New Project’ button at the top right side of that page and click on it. 

● Then the client will get a form to fill up.

● The client needs to fill up that form with project name, type, category, description,skills needed to accomplish the project etc and click on the ‘Post Project’ button.

How to hire a freelancer for an open project? :

To hire a freelancer for an open project the steps below should be followed:

○ Firstly, the user needs to log in as a client.

○ The client will be able to hire freelancers for an open project provided that he has not exceeded the limit of hiring freelancers for private projects mentioned in the terms of the package that he purchased.

○ Then go to the ‘Open project’ submenu under the ‘Projects’ menu. 

○ There the user has to click the ‘See All Bidders’ button of the particular project. ○ Then he will be able to see all the bidders that bidded for that particular project. 

○ Then he will be able to chat or interview that particular user.

○ After chatting and interviewing the client can hire the freelancer of his choice for his project. 

○ This can be achieved by performing the following operations:

■ Go to the ‘Open project’ submenu under the ‘Projects’ menu.

■ There the user has to click the ‘See All Bidders’ button of the particular project.

■ The bidders list will appear on the screen.

■ There he has to click the ‘Hire’ button of the particular user he wants to hire. 

How to hire a freelancer for a private project? :

To hire a freelancer for a private project the steps mentioned below should be followed:

● Login as Client

● Go to the freelancer listing page.

● Choose the freelancer who is suitable for the job. 

● Then click on the ‘Hire Me’ button.

● It’ll redirect the user into another page where there will be a form. The client needs to fill out the form. And then click the ‘Send Invitation’ button.

How to send milestone payment to freelancers? :

To send milestone payment to freelancers the steps below should be followed:

● Firstly, the user has to log in as a client.

● Then go to the ‘Milestone Request’ menu. 

● The client can see what is the message sent with the milestone request by clicking on the ‘eye’ icon residing at the rightmost column pointed by the red arrow.

● There he will have to click the ‘Pay now’ Button for the particular freelancer he wants to pay to.

■ After that a modal will pop up.There again the client user has to click the ‘Pay Now’ button.

■ It will lead him to a new page with a form in it where he will have to provide his credit card credentials and click the ‘Pay Now’ button residing at the bottom of the form.

How to cancel an open project? 

To cancel a project the client needs to follow the steps mentioned below:

● Login into the client panel and go to the Open Project sub-menu under the Project menu.

● There, the client will find all the Open Projects .

● Every single open project is shown in the form of a in the form of a card. On every single card, at the right bottom-right corner there is a button that says ‘Cancel Project’.

● Click on the specific project’s ‘Cancel Project’ button to cancel that project. .

How to complete a running project? 

To complete a project the user has to do the following:

● Firstly, login as a client. Because only clients can complete a project.

● Go to the Running submenu under the Projects menu.

● There the client will find two buttons.

● One of them says ‘Complete this’.

● By clicking that button the client submits the project as being completed.

● And finally the project will move to the Completed submenu under the Projects menu.

● ** The payment should also be completed before completing a project. Otherwise, The completing operation will be withheld and a warning message will be shown to the client saying ‘The payment needs to be completed before completing the project’.

How to see all projects as a client ? :

To see all projects as a client the user has to follow the steps mentioned below:

○ Login as client.

○ Go to the ‘All Projects’ submenu under the ‘Projects’ menu.

How to see open projects as a client ? 

To see open projects as a client the user has to follow the steps mentioned below:

○ Login as a Client.

○ Go to the ‘Open Projects’ submenu under the ‘Projects’ menu.

How to see Running projects as a client ? :

To see Running projects as a client the user has to follow the steps mentioned below:

○ Login as a Client.

○ Go to the ‘Running Projects’ submenu under the ‘Projects’ menu.

How to see Completed projects as a client ?

To see Completed projects as a client the user has to follow the steps mentioned below:

○ Login as a Client.

○ Go to the ‘Completed Projects’ submenu under the ‘Projects’ menu.

How to see Cancelled projects as a client ?

 To see Canceled projects as a client the user has to follow the steps mentioned below:

○ Login as a Client. ○ Go to the ‘Canceled Projects’ submenu under the ‘Projects’ menu. .

How to set up a client profile? 

To set up a client profile the user has to follow the steps below:

● Firstly, Login as a client.

● Then go to the ‘Account setting’ menu.

● There the user will be able to set his/her profile.

● Then click on the ‘save changes’ button. .

How does a client chat with his freelancers?

 For a client to chat with his freelancers he needs to do the following:

● Log in as a client.

● Go to the ‘Message’ menu

. ● Then choose the freelancer he wants to chat with. 

● Type in the message inside the message field.

● Attach files by clicking the clip button residing at the right side of the message field.

● Choose files and click on them.

● Click the Add files button.

● The user can attach multiple files if he wishes.

● Then finally click the Send icon residing at the right side of the clip icon.

How does a client see all reviews?

For a client to see all reviews the user needs to do the following steps:

● Firstly, the user needs to login as a client.

● Click on the ‘Reviews’ button .

● Then he will be able to see all the reviews that the freelancers made about him. 

How does a client bookmark a freelancer? :

For a client to bookmark a freelancer he needs to do the following steps:

● Firstly, he needs to login as a client.

● Then search for the freelancer.To search for a freelancer he needs to do the following: 

○ Search for the freelancer. 

Go to the search bar residing at the top navbar of the site.

○ The user should type in the name of the freelancer he is searching for or keep it blank if he wants the list of all the freelancers.

○ Then select the freelancer option from the select option.

○ Finally, click the search icon residing at the right side of the select option.

● There he will find a ‘Bookmark Freelancer’ button.

● Just by clicking that button a client can bookmark a freelancer.

 How does a client see all bookmarked freelancers?

For a client to see all bookmarked freelancers he needs to follow the following steps:

● Firstly, he needs to login as a client.

● Then go to the ‘Bookmarked Freelancers’ menu residing on the left side-bar.

● There he will be able to see all the bookmarked freelancers.

How to purchase any package as a client? 

To purchase a package the user has to follow the steps below:

● At first login as a client.

● Then go to the ‘Upgrade/Downgrade’ sub menu under the ‘Packages’ menu.

● The user has to click on the ‘Purchase This Package’ button on the package he thinks is suitable. 

● Enter the desirable payment system and click the ‘Purchase This Package’ .

● Finally, the user has to provide his credit card credentials and press ‘Pay Now’ .

● These packages will be related to almost all the actions of a client.

○ How many open projects he can create.

■ How many fixed projects he can create.

■ How many long term projects he can create. ○ How many private projects he can create.

■ How many fixed private projects he can create.

■ How many long term private projects he can create.

○ How many words he can write inside his bio.

○ How many freelancers he can follow. 

How does a client rate a freelancer?

 To rate a client the user needs to follow the steps mentioned below:

● Firstly, Login as a freelancer.

● Then go to The ‘Completed’ submenu under the ‘Projects’ menu.

● There on every single completed project card he will find a button ‘Rate This Freelancer’ .

● Clicking on the button he will be presented with a form.

● He can rate the client by clicking on different numbers of stars. 1/2/3/4/5 stars.

● As well, he can give his reviewing comment.

● Finally, clicking on the ‘Rate this Freelancer’ button he may finalize the rating process. 

● After the reviewing process is complete he will be given a success message.

How to purchase any package as a freelancer?:

To purchase a package the user has to follow the steps below:

● At first login as a freelancer.

● Then go to the ‘Upgrade/Downgrade’ sub menu under the ‘Packages’ menu.

● The user has to click on the ‘Purchase This Package’ button on the package he thinks is suitable.

● Enter the desirable payment system and click the ‘Purchase button’ .

● Finally, the user has to provide his credit card credentials and press ‘Pay Now’ .

● These packages will be related to almost all the actions of a client. ○ In how many open projects he can bid.

■ In how many fixed projects bids he can make.

■ In how many long term projects bids he can make.

○ How many private project proposals he can accept.

■ In how many fixed projects bids he can make.

■ How many long term private projects he can create.

○ How many words he can write inside his bio.

○ How many freelancers he can follow. 

How does the client verify his/her identity? :

For a client to verify his identity he needs to do the following:

○ Log in as a client.

○ Go to the Profile Settings menu from the left side bar of his dashboard.

○ Browse for the NID/Passport pdf to be uploaded. ○ Click the ‘Save Changes’ button. 

● Finally, when the admin verifies his identity. He will be able to see it in his profile settings. .

How does a client purchase a service?

 In order for a client to purchase a service the client needs to follow the steps mentioned below.

● Firstly, the client needs to login.

● After logging in the client can go to the service listing page or search for specific services from the search bar visible at the top header nav.

● Beside the search bar, there is a dropdown from that dropdown the client needs to select Services. And then press enter or click the search icon.

● After that the matched results of services will be shown in the screen or the service listing page will be visible.

● After that the client can select any of the services of his/her choice.

● Not only that he can choose the service but he what class of that service he wants to purchase. I.e: Basic, Standard and Premium. See images below for better understanding. 

● Basic: ● Standard: ● Premium:

● After Clicking the Continue button the client can select the payment method of his/her choice to finalize the purchase.

 How does a freelancer view all of his purchased services? 

In order for a client to view all of his purchased services the client needs to do the following:

● At first, the client needs to go to his/her dashboard. Then the client needs to go to the Purchased Services menu shown in the picture below.

                                                                                                               

                                                                                                                             Freelancers


 How does the user get registered as a freelancer? :

Registration system is very simple and easy. To get registered as a freelancer a user needs to follow the steps below :

● Go to the homepage.

● At the top corner of the page there is a ‘Log In’ button and a ‘Get Started’ button.

○ If you are already registered into the system then Log in with your credentials.

○ Otherwise, Click the Get Started button and register your account.

● To register, the use has to provide proper information inside the registration form.

● Then select ‘As A Freelancer’ radio button.

● Finally, Click the ‘Join With Us’ button residing at the bottom.

● If the user wants he can also join with Facebook, Google, Twitter or LinkedIn. .

How to bid for a project?

 To bid for a project the user has to follow the steps mentioned below:

○ The Freelancer will be able to place bids provided that he has not exceeded his bidding limit which was mentioned in the package which he purchased.

○ Login into the freelancer panel

. ○ Then go to all projects listing page

■ To do that he needs to go to the freelancer dashboard.

■ There is a search bar at the top. Select Projects and then click the search button.

○ After the listing page arrives. The user should select the project he wants to bid.

○ Then click on the ‘Place Bid’ button.

○ A form will come up and the user has to Place bid price and give a cover letter and click submit. 

○ After that, he’ll be given a success message and his bid will be placed.


 In how many projects can a freelancer bid? :

The freelancer will be able to bid on the number of projects mentioned in the terms of the package he purchased. 

How to send milestone payment requests to clients? Answer: To send milestone requests the user have to follow the steps below:

● Log in as a freelancer.

● Freelancer will be able to send payment requests to the clients if he has not exceeded the limit for sending payment requests to the clients mentioned inside the terms of the package that he purchased.

● Go to the ‘Running’ sub-menu under the ‘Projects Menu.

● Then click on

the ‘Send Payment Request’ button of a particular project. 

● Finally, the user has to enter the payment amount and a message and send the request.

○ **One thing should be noticed, when the client pays the freelancer. The freelancer does not get all of the payment. Rather, a certain amount(commision amount according to the freelancer package) of the payment is deducted by the admin from the payment that has

been sent. To get the money in hand from his/her balance, the freelancer needs to send a withdrawal request to the site admin.

How to withdraw money as a freelancer? :

To withdraw money as a freelancer the user must follow the steps mentioned below:

● It is noticeable that the freelancer will be able to request for withdrawal of money provided that he has not exceeded the limit of withdrawal requests mentioned by the admin inside the terms and conditions section.

● Log in as a freelancer.

● Go to the ‘Withdraw Request’ sub-menu under the ‘Earnings’ Menu.

● User should enter the amount he wants to withdraw along with the payment method and a message.

● Finally, click the ‘Request For Withdraw’ button.

How to set up a freelancer profile? :

To set up a freelancer profile the user has to follow the steps mentioned below: 

● Firstly, log in as a freelancer.

● Then go to the ‘Profile Setting’ sub menu under the ‘Setting’ menu.

● There the user will be able to set his profile.

● Freelancers can add skills, bio, portfolio, job experiences, educational history etc according to his current package.

● After entering proper information about himself the user has to click the ‘Save Changes’ button.

How does a freelancer manage a project proposal? :

To manage a project the user has to do the following:

● Firstly, the user should login as a freelancer.

● The client will be able to propose a specific freelancer for a project.

● The Freelancer will get notified.

● The freelancer will be able to accept the request in the following manner.

○ The freelancer has to go to the ‘Project Proposal’ sub menu under the ‘Project’ menu.

○ All of the projects that have been proposed to the freelancer will be visible on that page.

○ There he will be able to accept or reject the proposal made by the client.

○ User has to click accept to accept the proposal. ○ Else click reject to reject the proposal.

 How does a freelancer see all of the bided projects?

 To see all of the bidded projects the user has to do the following:

● Log in as a freelancer.

● The freelancer has to go to the ‘Bidded’ sub menu under the ‘Project’ menu.

● There he/she will be able to see all the bidded projects as well as seeing the status of the bidding. I.e: rejected, hired / not hired.

How does a freelancer see all the running projects? 

To see all of the running projects the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Running’ sub-menu under the ‘Projects Menu. 

How does a freelancer see all the completed projects? :

To see all of the completed projects the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Completed’ sub-menu under the ‘Projects’ Menu

How does a freelancer see all the canceled projects? :

To see all of the canceled projects the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Canceled’ sub-menu under the ‘Projects’ Menu.

How does a freelancer see all the earnings history? :

To see all of the earnings history the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Earnings History’ sub-menu under the ‘Earnings’ Menu. 

How does a freelancer see all the withdrawal history? :

To see all of the withdrawal history the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Withdraw History’ sub-menu under the ‘Earnings’ Menu. 

How does a freelancer see all the milestone requests? :

To see all of the milestone requests the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Milestone Requests’ sub-menu under the ‘Earnings’ Menu.

How does a freelancer see all the bookmarked projects? :

To see all of the bookmarked projects the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Bookmarked Projects’ menu. 

How does a freelancer see all the following clients? :

To see all of the bookmarked clients the user has to do the following

: ● Log in as a freelancer

. ● Go to the ‘Following Clients’ menu. 

How does a freelancer chat with his clients? :

To chat with clients the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Message’ menu.

● Select the client to chat with from the client list. 

● Select a client.

● Type in message inside the message field.

● The user can also attach files to his message.

● To do that click on the clip button visible at the right side of the message field.

● The user can select multiple files and attach to his/her message.

● Finally, click the send icon to send the message.

 How does a freelancer see all reviews?:

To see all of the reviews of the clients the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Reviews’ menu.

● There the freelancer will be able to read all the reviews made by the clients about his profile. 

How does a freelancer bookmark a project?:

To bookmark a certain project the user has to do the following:

● Log in as a freelancer.

● Search for a project. ○ To search for a project the user has to type in the name of the project inside the search bar residing at the top of the page.

○ And then select project from the dropdown list.

○ After that click the search icon residing at the right side of the search field.

○ The Project listing page will appear.

○ From there the user will select the desired project by clicking on the name of the project.

● It will take the user to the details of that project

. ● There at the bottom right corner of the page resides a button that says ‘Bookmark Project’.

● By clicking that button the user will have bookmarked the desired project.

How does a freelancer set his account? :

To set freelancer account the user has to do the following:

● Log in as a freelancer.

● Go to the ‘Account Setting’ submenu under the ‘Setting’ menu.

● There the freelancer will be able to set his account with his/hers desired information. 

How does a freelancer rate a client? :

To rate a client user has to do the following:

● Log in as a freelancer.

● Go to the ‘Completed’ sub-menu under the ‘Projects’ Menu.

● There the freelancer will be able to rate particular clients. 

● Click the ‘Rate This Client’ button.

● After that a modal will pop up.

● There he will be able to rate the client for the particular project.

● He can add a reviewing comment also if he wishes to.

● Finally, click the ‘Rate This Client’ button to finalize the rating.

● If all went well he will be able to see the success message on the bottom-left corner of the screen.

How does a freelancer follow a client? :

To follow a client user has to do the following:

● Log in as a freelancer.

● Search for a project.

● Then click on the name of the client.

● At the right sidebar there is the profile picture and name of the client . 

● Click on any of them.

● It will take the user to the client’s profile.

● There the user will find the light-blue button that says ‘Follow’.

● By clicking on that button the freelancer follows that particular client.

How does a freelancer verify his/her identity?

 To verify his/her identity the freelancer needs to follow the steps mentioned below:

● Login as a freelancer.

● Go to the ‘Profile Setting’ sub-menu under the ‘Setting’ menu.

● Then upload the pdf file of his NID/Passport.

● Then click the ‘Save Changes’ button.

● Finally, he will be able to see if the admin approved his verification request.

How does a freelancer create a new service? :

For a freelancer to create a new service he/she needs to follow the procedures explained below:-

○ First and foremost, he/she needs to be logged in as a freelancer.

○ Then he/she needs to go to the dashboard and there he/she will find a menu that says “Services” there will be other submenus under that menu. From there the freelancer needs to select the All services menu.

○ He will need to go to that menu and then he or she needs to click on the Add new service button visible at the top right corner.

○ After clicking the mentioned button he/she will be presented with a form which he/she will need to fill up.

○ After filling up the form he/she can create the desired service by clicking the create button.

How can a freelancer see all his created services?

 In order for a freelancer to see all of his created services he/she needs to follow the steps mentioned below:

● Firstly, he/she needs to login as a freelancer.

● Then he/she needs to go to the All Service submenu under the Service menu.

How does a freelancer edit his/her created service?

 In order for a freelancer to edit his/her service he/she needs to follow the steps below:

● The freelancer after logging in he/she needs to go to his/her service listing page by going to the All service submenu under the Services menu.

● There at the bottom left corner of each service card there is an Edit button. the freelancer will need to click that button.

● After that a form will be generated on clicking the mentioned button. Then the freelancer will be able to save his/her changes.

 How does a freelancer view all of his sold services?

 In order for a freelancer to view all of his sold services the freelancer needs to follow the instruction provided below:

● At first, the freelancer needs to go to his/her dashboard.

Then the freelancer needs to go to the Sold Services submenu Services menu shown in the picture below.