Adding Clients & Contacts

Take control of contacts and client management by adding them individually or in bulk for easy access. 

A contact is someone you haven't yet done business with. A client has completed at least one business transaction with you.

Adding Individual Contacts and Clients

1. Open the platform. 
2. Click Clients.
3. Click New Contact.
4. Enter the contact's details.
5. Click Save.

The contact/client card will open. You'll see tabs for contact details, activity highlights, conversations, notes, bookings, payments, and documents.

Delete a Client

To delete a client:

1. Open the platform.
2. Click Clients.
3. Find the client you want to delete and check the box next to their name.
4. Click the More button and select Delete from the options.
5. Click Delete again to confirm.

Quick Actions 

You can also click the plus icon to view a list of "Quick Actions" you can take from the contact/client card.

 

Adding a List of Contacts or Clients

See related articles to learn how to important contacts to your client list. 

Feature Testing

You can also dive into feature testing with your personal test client, found in "Clients" under your name and email. This allows you to preview features through the eyes of clients and choose the best customizations for your account.

Related to

• clients