Clients
The Clients area is your hub for every person you work with. It ties one client to all their work in CoreHue, so you never have to dig through separate tools to find what's going on with them.
Everything in one profile
Open any client and you'll find all their:
- Bookings: every session they've booked or inquired about
- Invoices: what you've billed and what they've paid
- Contracts: agreements you've sent and signed
- Galleries: the photos you've delivered to them
- Proposals: the pricing and packages you've put in front of them
See where a client stands at a glance
Each client shows the numbers that matter most:
- Revenue: what they've paid you, totalled per currency
- Outstanding: any balance they still owe
- Bookings: how many sessions they've booked
- Last activity: the last time something happened with them
How clients get added
You can add a client yourself, but most appear on their own as people interact with your business. A client is created when someone books through your public booking page, when you link an inquiry, or when you send a proposal. No double entry, the person is already there waiting for you.
Where to go next
- Managing clients, add, edit, search, tag, and delete clients
- Client profile, everything on a single client's page