Pin the clients you work with most so they're always one click away. Pins are personal: they belong to you, not to the whole business.

Pin a client

Click the thumbtack next to a client's name. You'll find it in three places:

  • on each row of the List view in Clients
  • beside the client's name at the top of their room
  • on a client in the left rail, when you hover over it

The thumbtack turns solid once the client is pinned.

Where pinned clients show up

  • In the List view, pinned clients sit at the top under Pinned.
  • In the left rail, every client you pinned shows under Clients, above up to five of your most recently active clients.

Unpin a client

Click the solid thumbtack again. The client stays in your business and drops back into the usual order.

Pins stay personal

Your teammates don't see your pins, and their pins never change yours. Pinning doesn't change anything about the client itself, so your team sees the same client records either way.