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Managing Clients

The clients list​

Go to Clients to see everyone. You can:

  • Search by name or email
  • Sort by most recent or alphabetically
  • Filter by tags
  • See revenue per client in the list

Creating a client​

Click New Client and fill in:

  • Name (required)
  • Email (recommended)
  • Phone, company, address
  • Notes - Free-text notes about the client
  • Tags - Labels for organizing (like "wedding," "VIP")
  • Source - How you found this client
  • Referred by - Link to the client who referred them

Editing​

Click any client to update their details. Changes save as you make them.

Deleting​

You can only delete a client if they have no bookings, invoices, or contracts linked to them. This protects your financial and legal records. If they do have linked records, consider merging them instead.

Client count​

Your dashboard shows total clients and how many are new this month.