Client Profiles

Every client in creavio has a dedicated profile that stores their contact info, project history, invoices, and communications. It's your single source of truth for each relationship.

Viewing a Client Profile

Go to CRM > Clients and click any client name. The profile page includes:

Contact details — name, email, phone, address
Tags — labels you've assigned (VIP, wedding, repeat client, etc.)
Projects — all past and current projects linked to this client
Invoices — payment history and outstanding balances
Collections — galleries shared with this client
Activity log — emails sent, forms submitted, notes added

Adding a New Client

Click + New Client in the CRM
Enter their name and email (minimum required fields)
Add phone, address, and notes as needed
Assign tags to categorize them
Click Save

Clients are also created automatically when someone submits a contact form or when you send an invoice to a new email address.

Editing Client Information

Click Edit on any profile to update details. Changes are saved immediately and reflected across all linked projects and invoices.

Client Notes

The notes section is your private space for remembering details that matter:

Personal preferences (prefers outdoor locations, allergic to dogs)
Important dates (anniversary, children's birthdays)
Session details for future reference
Follow-up reminders

Merging Duplicate Clients

If you have two profiles for the same person, select both in the client list and click Merge. creavio combines all projects, invoices, and history into a single profile. You choose which contact details to keep.

A well-maintained client profile turns one-time bookings into long-term relationships.