Client profile
Open any client to see their full page, every record tied to them, plus the numbers that tell you where they stand. Here's what's on it.
The header
At the top you'll find the client's name, email, phone, and company, along with an Edit button and a Back link to return to your list. The ... menu holds Delete client.
The New menu is your shortcut to start work for this client:
- Create Invoice
- Create Contract
- Create Proposal
- Create Booking
Each one opens that screen with the client already filled in, so you don't have to pick them again.
Summary cards
Four cards give you the quick read on this client:
| Card | What it shows |
|---|---|
| Revenue | What they've paid you, per currency. Shows "–" if there's none yet. |
| Outstanding | Any unpaid balance. Shows All clear when they owe nothing. |
| Bookings | How many sessions they've booked. |
| Last activity | When something last happened, Just now, 5m ago, a date, or Never. |
Tabs
Below the cards, tabs organize everything tied to the client. The last four show a count badge so you can see how many records are in each at a glance.
- Overview: recent proposals plus the activity timeline
- Proposals
- Bookings
- Invoices
- Contracts
- Galleries
Each tab lists that client's records with status badges. If there's nothing yet, you'll see a short empty message like No bookings yet.
The sidebar cards
Down the side of the profile are three cards:
- Contact: email, phone, company, and address if you've added one. At the bottom you'll see the Source (how this client was added, set automatically) and the date they were Added.
- Tags: add or remove free-text labels to group your clients. They save right away. Up to 20 tags, each up to 50 characters.
- Notes: jot down anything you want to remember about this client. Each note can be up to 5,000 characters. Notes are added to the list and timestamped; you can delete a note but not edit it. Before you add any, you'll see No notes yet.
Activity timeline
On the Overview tab, the activity timeline is a running log of everything that's happened with this client, when they were created or updated, their bookings, invoices, contracts, galleries, payments, proposals, questionnaires, and any merges. Each entry has an icon and a timestamp. Use Load more to page back through their history.