Clients

How do I add a note to a client?

Open the client profile and go to the Notes & wishes section. Click + Note and choose a type: DO, DONT, Context, Inspiration, Temporary or Internal.

Notes get a timestamp and are visible to the whole team. DO / DONT / Context / Inspiration are included in AI prompts; Internal stays team-only.

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More on clients.

How do I add a new client?

Go to the Clients page and click + New client in the top right. Enter the name, industry, service package (Management or…

How do I search for a client?

Use the search bar at the top of the Clients page to search by name directly. You can also press Cmd+K or Ctrl+K anywher…

How do I archive or deactivate a client?

Open the client profile and set the status to Inactive. The client disappears from the active client list but stays full…

What is the difference between Inactive and Paused?

Paused = temporary interruption. The client stays visible in the list but is not counted in monthly profit calculations …

Which tabs does the client profile have?

The client profile is divided into tabs: Overview – summary with audience, brand identity, KPIs and recent activity. Ta…

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