View and manage all your client information from one place.
What's in a client profile
- Contact details — Name, email, phone, company
- Projects — All projects linked to this client
- Invoices — Outstanding and paid invoices
- Activity — History of interactions and updates
How to access a client profile
- Go to Clients in the sidebar
- Click on a client name
- View their full profile
Editing client details
Click the Edit button on any client profile to update their information.
Business Tip: Keep client profiles up to date. Accurate information helps you communicate professionally and send invoices to the right person.