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Client Details

Click any client to see their full profile.

Overview​

  • Contact info - Name, email, phone, company, address
  • Tags - Labels you've applied
  • Revenue - Total revenue broken down by currency
  • Quick stats - Bookings, invoices, contracts, and galleries at a glance
  • Recent activity - A timeline of interactions with this client

Tabs​

Switch between tabs to see:

  • Proposals - All proposals for this client
  • Bookings - All sessions with date, amount, and status
  • Invoices - All invoices with amounts and payment status
  • Contracts - All contracts with signing status
  • Galleries - All linked galleries with view counts

Notes​

Add internal notes about the client. These are private to you. Each note is timestamped and you can add as many as you need.

Activity timeline​

See every significant event: invoices sent, payments received, contracts signed, bookings confirmed, galleries shared. Each entry links to the related item so you can jump straight to it.

Revenue tracking​

Revenue is tracked per currency. If you invoice a client in USD and EUR, you'll see separate totals for each. Updates automatically when payments come in or refunds go out.