Clients

Clients, under Studio, holds everyone you work with. Each client's record gathers their bookings, invoices, packages and signed agreements.

How clients are created

• From a booking. Everyone who books you becomes a client automatically.
• By you. Choose New client and fill in their name and email. Phone is optional.
• From a lead. Convert a lead, or have them accept a proposal. See Leads.
• From a file. More ways to add → Import from CSV, or Move in from another tool. See Moving in from another tool.

There is one client per email address. If the same person books twice, both bookings land on the one record.

A client's record

Open a client to see:

• their details: email, phone and company;
• Bookings and Invoices with you;
• Packages of sessions you have sold them;
• Contracts, once something is signed;
• a retainer badge, if you bill them monthly;
• Book a time, to book them in yourself.

The Updates tab is for your own notes about them. Activity shows what has happened, and Files holds attachments.

Clients can't be deleted from the board.

Companies

Companies records the organisation a lead or a client belongs to. A company's page adds up what its people are worth to you: what you have billed, what has been paid, bookings and proposals.

Create a company from a name. Deleting one leaves its clients and leads in place and unlinks them.

The client portal

Every client has a private portal page. It is their own view of the work between you.

What a client sees there:

• their next session, with Reschedule and Add to calendar;
• upcoming and past sessions;
• their invoices, with Pay now where card payment is available;
• signed documents;
• a way to book another session;
• Messages, to chat with you. See Messages.

Times in the portal are shown in your timezone.

Share the portal

Open the client and find Client portal.

• Portal link copies the link.
• Send portal link emails it to the client.

There is no password. Anyone with the link can open it, so share it the way you would a booking link.

Signing in without the link

A client who has lost their link can ask for a new one at forge.page/your-link/portal. They enter their email and we send a sign-in link that works for 15 minutes. For privacy, the page gives the same answer whether or not that address has a portal.