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Managing Clients

Managing Clients

Add, edit, and organize your client list

Categories

Creating your account Completing onboarding (3 steps)Setting up Stripe Connect Adding your first client Sending your first reminder Understanding your dashboard

Adding a new client Editing client details Understanding client status Industry-specific fields Archiving and removing clients Client limit on Free plan Setting up session schedules

How automatic reminders work The 5-stage reminder sequence Sending manual reminders Customising reminder messages Template variables explained Viewing reminder history Reminder delivery status Why some reminders show as bounced

How clients pay you Recording manual payments Understanding processing fees Fee handling: absorb vs pass-through Viewing payment history Automatic receipts Resending a receipt Creating and sending invoices

What is the client portal?Sharing portal links with clients What clients see in their portal How clients make payments Regenerating portal links Portal branding

Calendar views Colour-coding by service, client, or status Taking action from calendar events Understanding calendar stats Exporting to iCal or Google Calendar

Understanding your stat cards Collection rate explained Income forecast Needs Attention list Recent activity feed

Connecting your Stripe account How money flows to your bank Accessing your Stripe dashboard Understanding payouts Disconnecting Stripe Deleting your Stripe account

Updating your profile Uploading your business logo Setting up reminder automation Customising receipt messages Monthly summary email Notification preferences Changing your password Enabling two-factor authentication Managing active sessions

Free vs Pro: what's included Upgrading to Pro Managing your subscription Cancelling your subscription Viewing billing history

Exporting your data Deleting your account How we protect your data

Email reminders not sending Stripe connection issues Payment not showing as received Client can't access their portal "Client limit reached" error

7 articles in this category

Adding a new client

3 min read

Editing client details

3 min read

Understanding client status

3 min read

Industry-specific fields

3 min read

Archiving and removing clients

3 min read

Client limit on Free plan

3 min read

Setting up session schedules

3 min read

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