Managing Clients
Your client list is the heart of creavio. Every booking, invoice, gallery, and contract ties back to a client.
Adding a Client
Go to Clients > All Clients and click Add Client. Fill in their name, email, phone, and any notes. You can also import clients from a CSV file.
Client Details
Click any client to open their detail panel. Here you can see everything in one place:
- Overview — Contact info, lifecycle stage, lead score, and tags
- Bookings — All sessions associated with this client
- Invoices — Payment history and outstanding balances
- Contracts — Signed and pending agreements
- Galleries — Delivered photo galleries
- Timeline — Activity history (emails, bookings, payments)
Lead Scoring
creavio automatically scores clients as Hot, Warm, or Cool based on their engagement, booking history, and recency. Use this to prioritize follow-ups.
Tags & Filtering
Add tags to clients (e.g., "wedding", "corporate", "VIP") and use filters to quickly find specific groups.