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Managing Clients

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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

Editing client details

Keep client details up to date with easy editing.

3 min read2 views

How to edit a client

Go to Clients
Click on the client's name to open their profile
Click Edit or the pencil icon
Make your changes
Click Save

What you can edit

Name
Email address
Phone number
Service type
Amount due
Session schedule
Notes

Changing a client's email

If your client's email changes, update it in their profile. Future reminders will go to the new address.

Note: This doesn't affect any portal links you've already shared. Those will still work.

Updating amounts due

When you need to update what a client owes:

Open their profile
Click Edit
Change the amount
Save

The new amount will appear on their next reminder and in their portal.

Related: Recording manual payments

PreviousAdding a new client NextUnderstanding client status

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