Shared Spaces, Give Every Client Their Own Private Workspace, Right Inside Your App.
Every client gets their own shared space, a private view where you can share notes, tasks, documents, and updates together. No email threads. No WhatsApp groups. No scattered Google Drive links. Just one clean, organised space for every client relationship you manage.
Note Shared
Client can see it nowTask Assigned
Tracked togetherNot a WhatsApp Group. Not a Shared Drive Folder. A Client Workspace Built for Professional Service Relationships.
Setav's Shared Spaces gives every client their own private workspace inside your Setav account. You both see the same notes, tasks, documents, and updates, without switching apps, without searching through chat histories, and without anything getting buried.
What Setav's Shared Spaces Does
Everything you and your client need in one private, organised workspace.
Private Workspace for Every Client
Each client gets their own dedicated shared space, separate from every other client. What you share with one client stays in their space and is completely private. No cross-contamination, no accidental sharing, no confusion about which client something belongs to.
Share Notes Directly
Add session notes, observations, recommendations, or any other information to the shared space, and your client can see it immediately. No typing the same thing twice into a WhatsApp message.
Shared Tasks & Action Items
Assign tasks to your client directly from their shared space. They can see what's assigned, what they've completed, so accountability is built into the relationship, not added as a separate conversation.
Document Sharing
Share documents relevant to a client's engagement, plans, resources, reference materials, directly in their shared space. Your client finds them in the same place they see their tasks and notes, not lost in an email thread from three weeks ago.
Real-Time Updates
When you add a note, assign a task, or share a document, the client sees it in their shared space immediately. The collaboration is live, not delayed by email read receipts or buried by new WhatsApp messages.
Organised by Client, Always
Open any client's shared space and see the full picture of that relationship, notes from every session, every task assigned, every document shared. No scrolling through chat history, no searching through email.
A Clean View for Your Client
Your client's shared space is clean, clear, and focused on what's relevant to them, their tasks, their notes, their documents. Professional without being complicated.
Set Up a Shared Space in 3 Steps
No extra software. No new app for your client to download. Just Setav.
Add Your Client
When a client books through your Setav storefront, they're added to your client list automatically. For clients who haven't booked yet, you can add them manually from the app.
Open Their Shared Space
Each client has a dedicated shared space inside their profile on your Setav app. Open it and start adding notes, assigning tasks, or sharing documents from the session.
Your Client Sees Everything
Your client can view their shared space, their tasks, notes, and documents, so both of you are always working from the same information. No back-and-forth, no missed updates.
Built for Every Professional With an Ongoing Client Relationship
Nutritionists & Dietitians
Share your client's personalised diet plan, weekly meal schedule, and progress notes in their shared space. They see exactly what to follow, and you see exactly how they're tracking, without a single WhatsApp message needed.
Astrologers & Healers
Share session notes, readings, and recommended practices directly in the client's space after a session. Your client has a clear, permanent record of what came out of the session, not a screenshot of a chat message.
Fitness Coaches & Personal Trainers
Share a client's training plan, progress notes, and form corrections in their shared space. Assign weekly workout tasks that they can check off. Both of you always know where the programme stands.
Creators & Influencers
Share exclusive content, brand collaboration updates, campaign deliverables, and community resources directly in your audience or client space. Whether it's paid members, brand partners, or subscribers, everyone stays updated from one organised place.
CAs & Professional Consultants
Share a client checklist, outstanding document requests, and session notes in their shared space. Your client knows exactly what they still need to submit, and you know exactly what's outstanding, without email follow-up chains.
Freelancers & Creative Professionals
Share project briefs, revision notes, and milestone tasks in the client's shared space. Both sides of the project are always working from the same source of truth.
Why Not Just Use WhatsApp?
WhatsApp is for messages, not structured client management. Important notes get buried. Tasks get forgotten. Documents get lost in the scroll. And when your client has a question three weeks later, neither of you can find what was agreed.
Setav's Shared Spaces is built specifically for the professional-client relationship. Every note, task, and document belongs to a client. It's all in one app , and it's already connected to the booking, payment, and task management tools you use every day.
Connected to Your Entire Workflow
Shared Spaces works alongside your bookings, payments, client forms, and storefront inside the same Setav platform. Nothing feels disconnected because everything is already linked together.
A More Professional Client Experience
Clients log into a clean, organised space where they can view notes, tasks, shared files, and updates anytime. It creates a smoother experience that feels structured, premium, and trustworthy.
Less Back-and-Forth Communication
Stop sending follow-ups across WhatsApp, email, and scattered chats. Important information, tasks, and documents stay inside the client's shared space where both sides can easily access them.
Built for Long-Term Client Management
Every interaction becomes documented and easy to track, from the first booking to ongoing sessions, deliverables, and progress updates. You always know where the engagement stands.
Loved by India's Creators, Professionals & Service Providers
Don't take our word for it, hear from the creators who run their entire business on Setav.
Setav transformed how I run my practice. My clients book consultations and pay via UPI directly from my bio link. I went from managing 5 clients a week to 25+. The booking calendar alone saved me 10 hours a week.
Dr. Priya Sharma
Nutritionist & Wellness Coach · MumbaiAs an astrologer, I needed a way for clients to book kundli readings and pay instantly. Setav gave me exactly that. My revenue doubled in 3 months because clients can now book 24/7 without WhatsApp back-and-forth.
Rahul Verma
Vedic Astrologer · DelhiI have 200K Instagram followers and used Linktree before. Setav is SO much better for Indian creators. UPI payments, Hindi support, and the storefront looks incredible. My conversion rate jumped 3x.
Ananya Desai
Fitness Coach & Influencer · BangaloreFrequently Asked Questions
You can share notes, tasks, action items, and documents directly in a client's shared space, all visible to both you and the client in real time.
Yes. Every client has a completely private shared space. What you share with one client is not visible to any other client.
Yes. You can add notes and tasks to a client's shared space at any time, before, during, or after a session. It builds into a running record of the entire client relationship.
Yes. When a client books through your Setav storefront, they're added to your client list automatically, with their own shared space ready for you to use.
The tasks feature lets you assign action items to a client. Shared Spaces is the broader workspace, it includes tasks, but also notes, documents, and updates, all in one organised view visible to both you and the client.
For current feature availability across plans, check the Setav pricing page for up-to-date details.
Every Client Deserves Their Own Space.
Notes, tasks, documents, and updates, all in one private workspace for each client you work with.
Free to start. No card needed. Setup in 60 seconds.
Free to start
No card needed
Setup in 60 seconds
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