In order to get set up with the template/make it your own, you only need the free version of Clickup.
In order to use it with your clients (as intended), you'll need to sign up for the paid Unlimited Plan. It's well worth it!
You'll be up and running in no time! There's about 25 minutes of training videos to watch, and then perhaps an hour's worth of customization max so that the template fits your brand process perfectly.
We are happy to support you with any questions you have specifically about the template itself—for any other general ClickUp-related questions or help with getting set up in ClickUp, we offer mini 1:1 ClickUp consulting sessions.
Included in your training videos is a walkthrough of the different email notifications they get + what it looks like when they log in to their side of ClickUp.
Because of the digital nature of this product, all purchases are non-refundable. Got any questions about the template or if it's right for you? Get in touch with us and we'd be happy to chat.