A client's page

Click a name in Clients > Clients to open their page.

At the top

You see when they became a client, when they last opened their portal, their email and phone (with a Text link when they have a phone number), their tags, and three numbers: lifetime paid, still owed and sessions.

The buttons below:

• Book a session jumps to the booking form further down.
• New gallery starts a gallery linked to this client.
• View as client opens their portal exactly as they see it.
• Email portal link sends them a link to their portal.
• Reset portal link gives them a new link. See The client portal.

The main column

• Next session shows the date, package, location, and whether the contract is signed, the questionnaire is in and the session is paid. Click it to open the booking.
• Sessions lists every booking with paid and total amounts.
• Forms & contracts lists everything you've sent, with its state: waiting, opened, completed, signed or void.
• Send a form or contract sends one straight to this client. See Sending a form or contract.
• Galleries shows their galleries with photo and visitor counts.
• Book a session by hand adds a session without online payment. Pick the package, date and start time, and optionally a location, a custom price, what was already paid and how. Leave Send the session agreement to sign ticked to send your contract, and Email them a "You're booked" confirmation ticked to send the confirmation, then click Add session. See Add a session by hand.

The side column

• Private notes: see Private notes and client details.
• Details: edit their name, phone, tags and "About them", then click Save. Their email can't be changed here.
• Portal link: their private link, ready to copy.
• Emails: the last 20 emails sent to them. Click one to read it.
• Remove client or Delete client (owners and admins only): see Deleting a client or erasing their details.