Managing Your Clients

Managing Your Clients

Keep all client information organized in one place.

Why Use the Clients Feature?

The Clients module helps you:

• Store client contact information
• Track client relationships
• Keep notes and communication history
• Manage multiple clients efficiently

Adding a Client

Step 1: Go to Clients

Click Workspace → Clients from the sidebar.

Step 2: Click Add Client

Click the "+ New Client" button.

Step 3: Fill in Client Info

• Name (required)
• Email address
• Phone number
• Company name
• Address
• Notes

Step 4: Save

Click "Save" to add the client to your list.

Managing Clients

Search for Clients

Use the search box to quickly find a client by name, email, or company.

Edit Client Info

Click on any client to view or update their information.

Export Client List

Export your clients to CSV or PDF for reports or external sharing.

Organization Tips

• Add notes about each client's preferences
• Keep contact information up to date
• Tag or categorize clients if available
• Regular backup your client data