Clients

The Clients section is where you manage the people and businesses you work with.

Think of this section as your relationship control centre.

From here, you can:

• Manage partners
• Manage contacts
• View and manage client businesses
• Monitor performance
• Track important dates

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Client Management Tools

Explore each section in the Clients menu:

Partners Manage partner organisations and external relationships.

Contacts Manage individual people linked to businesses and partners.

Clients Manage your main list of active businesses.

Dashboard View performance summaries and portfolio insights.

Calendar Track important dates, deadlines, and events.

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How the Clients section is structured

The menu on the left follows this order:

1. Partners – External organisations you work with
2. Contacts – Individual people
3. Clients – The businesses themselves
4. Dashboard – Portfolio overview
5. Calendar – Important schedules and reminders

Each area has its own detailed guide.

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When to use the Clients section

Use this section when you need to:

• Add a new business
• Update contact details
• Link people to companies
• Review client performance
• Check important client-related dates

If you are working with relationships, this is the section you use.

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How this works with demo videos

This overview gives you the big picture.

Each tool (Partners, Contacts, Clients, Dashboard, Calendar) will have:

• A simple written guide
• A matching demo video

Both will follow the same flow.

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You’re ready

You now understand what the Clients section is for.

Next, choose one of the tools above to learn how it works step by step.