Engagements and contracts
Accepting terms, signing, and what survives if the client's plan ends.
1 min read
An offer of work
Arrives in your conversation as a card stating what is proposed: the type of work, a rate, a currency, what the rate is per (per hour, per day, per week, every 2 weeks, per month, or a period the client names themselves, such as "per finished video"), expected hours, and a start date.
Accept it or decline it from the card, without leaving the conversation. Declining is a normal answer and it is not marked in red anywhere.
Accepting starts an engagement, which is what hours, contracts and invoices hang off.
Verify your ID first. A client can offer you work before you have, and the card in your conversation will say they did. What waits is the terms: the rate, the hours and the start date stay unreadable, and Accept and Decline do nothing, until the check passes. Nothing expires while you sort it out.
My clients lists it under Waiting on you until you answer. Accepting moves that client to Current; declining moves them to History. The three sections are the same three the client sees from their side, named from the side that has to act.
One live engagement per client
You and a given client have one offered or active engagement at a time. A rate change is the current one ending and a new one being offered, which keeps your hours and invoices attached to the terms they were actually agreed under.
Being hired by the same client again later is normal, and your lists group by person and say which collaboration this is.