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