Enquiries & sales · Owner or permitted office member
Create and manage a client
Keep one contact connected to its bookings, projects, invoices and payments.
Step-by-step guideMarkdown for AI
On this page
Add or find a client
One person may have several jobs over time. Create a new booking for new work, not another client record.
- Open Clients and search by name, phone or email first.
- If the client is new, use Add client and save the contact information you have.
- Open the client record to see linked Bookings, Projects, Invoices, Payments, Timeline, Notes and Portal.
Edit, archive and restore
Archiving the contact does not mean its finance or production history should be discarded. Check linked records before making a duplicate.
- Open the client and use its actions menu to Edit the contact details.
- Choose Archive client only when the contact should leave the active list; archived clients can be found with the Archived clients view.
- Choose Restore archived client from the archived list to make the contact active again.
- For another conversation with the same person, open their client record and choose New enquiry instead of making another client.