What is the Clients area?

The Clients area is where you keep track of the people you work with and the properties you design for. Instead of hunting through notes or spreadsheets, you have one record per client that holds their contact details, their properties, and all of their designs together.

What you can keep for each client

• Client details: a name, whether they're a residential or commercial client, and a description where you can jot down notes.
• Contacts: the people you talk to, with their name, email, and phone number. A client can have more than one contact.
• Properties: one or more addresses you're designing for. Each property has a satellite map so you can see the site at a glance.
• Designs: every design you've created for that client, listed right on their record.

Why it helps

• Everything in one place. Open a client and see who they are, where their properties are, and what you've designed for them, without switching between tools.
• Faster to pick up where you left off. The client record remembers the details so you don't have to.
• Shared with your team. Team members in your workspace can see the workspace's clients, so everyone is working from the same information.

Where to find it

On a Professional workspace, look for Clients in the left navigation panel of your dashboard. Selecting it opens your list of clients, and a Create Client button lets you add a new one.

Residential or commercial

When you add a client, you choose whether they're Residential or Commercial. For a residential client, the client name fills in automatically from the primary contact's name (you can unlock it to type a different name). For a commercial client, you enter the company name yourself. You can change a client's type later from their record.

To get started, see How do I add a client?.