Think of it as a folder for all of the key appointments, notes, email addresses and phone numbers and the final images that are delivered once everything has been completed.
Creating a Client
Clients can be created from multiple places:
Creating a Client from the Overview Page
From the left sidebar tap ‘Overview’
Tap ‘Create Client’
The ‘New Client’ dialogue panel is displayed.
Enter a name for the client
Tap ‘Add Client’ or ‘Cancel’ to exit
Creating a Client from the Clients Page
From the left sidebar, tap ‘Clients’
Tap ‘New Client’.
The ‘New Client’ dialogue panel is displayed.
Enter a name for the client
Tap ‘Add Client’ or ‘Cancel’ to exit
Client Management Dashboard
After adding a new Client you will see this Client Management dashboard
Client Galleries panel. Create a 'New Client Gallery' here
Settings for the Client can be made here
Contact List, select or add a Contact to your Client
Recent Activity for the Client would appear here
File Transfers panel. Create a 'New File Transfer' here
'+ Create New' another way of creating a Client Gallery or File Transfer for the Client (see below)
Create New button
'+ Create New' button
Client Gallery or
File Transfer
Client Settings Panel
Client Title
Delete Permanently (only affects the Client, any Contacts or Client Galleries will be retained) any File Transfers associated with that Client will be deleted.
Save Changes before leaving page
Deleting a Client
Tap 'Delete Permanently'
You will be presented with Warning. Only 'Confirm' if sure (there is no way to recover a Client or File Transfers associated with this Client after deleting)
Viewing Many Clients
Tap 'Clients' from the left 'Workflow' sidebar
Tap the Client Name to access
Shows a Contact assigned to a Client
Toggle the sort order (alphabetically) for Name, Label and Last Activity
Label assigned (tap to change label)
Tap 'Add a Label' to add
Tap 'New Client' to add