1. Navigate to Clients
From your dashboard, click Clients in the left sidebar under the CLIENTS section. This opens your client list where you can see everyone you've worked with.
2. Click Add Client
In the top-right corner, click the Add Client button. A form will appear where you can enter your new client's information.
3. Fill in Client Details
Enter the essentials: name, email address, and phone number. The email is especially important since it's how creavio sends invoices, contracts, and collection links.
You can also add:
- Company name if you're working with a business
- Address for location-based services
- Notes for anything you want to remember about this client
4. Add Tags
Tags help you organize clients by type, location, or any category that makes sense for your business. For example: wedding, portrait, commercial, or VIP. You can add multiple tags to each client.
5. Save
Click Save to add the client to your CRM. They'll appear in your client list immediately, and you can start creating bookings, invoices, and collections for them.
Tips
- You can also add clients on the fly when creating a booking or invoice.
- Use the search bar on the Clients page to quickly find anyone by name or email.
- Client profiles track all their bookings, invoices, contracts, and collections in one place.