Add a client

Add a client

Quick add

1. 1Go to Dashboard > Clients
2. 2Click Add a client or use the quick action on your dashboard
3. 3Fill in their details:

- Name (required)

- Email (required)

- Phone (optional)

- Company (optional)

- Notes (optional)

1. 1Click Save

From an inquiry

When a potential client submits your intake form:

1. 1Go to Dashboard > Inquiries
2. 2Open the submission
3. 3Click Convert to Client
4. 4Their details are auto-filled from the form

Client details page

Each client page shows:

• Overview: Contact info and notes
• Proposals: All proposals for this client
• Contracts: Active and signed contracts
• Invoices: Payment history and outstanding invoices
• Projects: Active and completed projects