The Clients workstation

The Clients workstation is where every client relationship lives. You see all your clients at a glance, and each client gets their own room.

Your clients at a glance

Switch between a List, a Pipeline board with a column for each stage from lead to renewal, and a Contacts list of every person you work with. Pin the clients you visit most so they stay at the top.

If you have no clients yet, you'll see a note that your clients will live here, with an Add a client button. If a filter or search leaves nothing to show, the page says so and offers Clear filters.

The client room

Open a client to see their room. The top shows their stage, email and website, linked contacts and a one-line status such as their next session or what's outstanding. From there you can start an invoice, a contract or a timer. More actions opens the client's full History.

The Internal side is for you and your team:

• Attention shows things worth acting on, such as an overdue invoice, a proposal your client just opened, or a client who has been quiet for two weeks.
• Client to-dos and Notes hold the next steps and your own context.
• Money, Time and Contracts show where the work stands.
• Memory shows what Aventide has learned about the client.

The Portal controls side runs the client's private portal: how it looks, who can sign in, which documents they see and whether they can book time with you.

Set up a proposal you uploaded

If you upload your own PDF proposal under Proposals, click Set price on its row. Add a price, options or extras, replace the PDF, and update what your client sees. Your client accepts by typing their name in their portal. The steps are in Manage documents in a client portal.

When you change a proposal your client already has, send it again or click Update for your client on its row.

New clients

Add a client yourself, or let new people arrive through your booking page or an inquiry you accept in the Inbox. New clients start as leads.