Video guide

Clients are a place to collect all of the pieces of information related to some paid work. Think of it as a folder for all of the email addresses and phone numbers and the final images that are delivered once everything has been completed.

To create a client, follow the steps under ‘Creating a Client’.

Link contacts to your client so that they are easy to find.

Adding Notes About Your Client

You can keep private notes about each client with Client Notes. They can be used to:

  • Write down important notes and reminders
  • Track important todos and cross them off as they are completed
  • Jot down important dates and details about your shoot
  • Link important documents, including contracts and invoices

To add notes to a client, follow the steps under 'Adding Notes to a Client'.

Linking a Contact from a Client Page

In the left sidebar, tap ‘Clients’. A list of clients is displayed.

Tap the client of interest. The details of that client are displayed.

Under the ‘Contacts’ heading, tap the ‘+’ beside ‘Select Contact’

A list of contacts is displayed. Tap the checkbox beside the contacts that you want to link to this client.

Tap ‘Save’ or ‘Cancel’ to exit.

See file transfers that are linked to your client.

In the left sidebar, tap ‘Clients’. A list of clients is displayed.

Tap the client of interest. The details of that client are displayed.

Under the ‘File Transfers’ heading is a list of the linked file transfers.

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