Your client list

Clients in the left navigation is your whole roster in one list — people you added yourself, and people who added you to their workspace.

Finding someone

Type into Search clients.... Short searches filter what is already on screen; once you type two or more characters it searches your entire roster on the server, not just the rows that happen to be loaded. That matters if you have a long list — you do not need to press Load more first.

Three dropdowns narrow the list further:

1. All contacts / Professionals / Personal.
2. All industries — for professional contacts.
3. All tags — only appears once your company has created at least one tag.

At the bottom of the list, Load more brings in the next page.

What each row tells you

• A Client or Team badge.
• Pending if the connection has not been accepted.
• No emails if they are opted out of marketing email.
• A verification pill for personal clients you share a workspace with — Not verified, In progress, Verified, Verification failed or Re-verify.
• Their industry, company and email.
• Added by {name} when a colleague owns the relationship rather than you.
• Their tags.

Contacting someone from the list

Each row has icon buttons for Chat, Call, Email and Video. Each is disabled when the detail behind it is missing — no phone number means no call button.

The kebab menu adds:

• Send template… — disabled unless the contact is opted in to email.
• Opt out of client emails / Opt in to client emails — only on contacts you added.
• Remove Contact — only on contacts you added.

Clicking anywhere else on the row opens the full client profile.

Adding a client

1. Click Add.
2. Fill in Name and Email — both required — plus optional Phone and Birthday.
3. Leave Allow client emails from your company ticked if they have agreed to hear from you. It is on by default and you can change it later.
4. Click Add Client.

Adding a client does not email or invite them. It creates a record on your side only.

Tags

Tags are how you group people — VIP, past client, referral partner, whatever suits.

To tag someone: open their profile and click the + Tag pill in the header card. Search for an existing tag, or type a new name and choose Create "{name}", picking a colour from the swatches. Remove a tag with the X on its chip. Any staff member can do this.

To manage the tag list (admins): click Tags in the header of the Clients screen. You can rename a tag inline, recolour it, or delete it.

Deleting a tag removes it from every contact it is on, and that cannot be undone. Lead sources can be deactivated instead of deleted; tags cannot.

Editing contact details

Open the client, then click the pencil icon on the header card. Edit Contact lets you change Name, Email, Phone, Birthday and private Notes.

Birthdays display as day and month only. Marketing consent is not in this dialog — it is the opt-in/opt-out item in the kebab menu on the list.