The Clients Overview page
Your Clients Overview page is essentially your address book, listing all the clients/customers you have in Studio Ninja.
From the Clients Overview page you will be able to:
Add new client: Click the 'Add new client' button to bring up the Add new client lightbox. Here you can add all your new clients details. Click here to learn more about how to add a new client
Note: All clients are subscribed by default when added to the database manually or via the import feature.
Search: Start typing in the search field and your list will dynamically start filtering your search criteria.
View: Click the 'View' button to visit the Client Profile page. Here you will find more information about each client including invoices, jobs, emails and notes relating to each client.
Edit: Click the 'Edit' button to bring up the your client details. Here you can edit and update all your client details.
Subscribe/Unsubscribe: Clicking the 'Subscribe' or 'Unsubscribe' buttons will let you subscribe/unsubscribe clients from automated emails (aside from invoice and appointment reminders, as well as receipts)
Send email: Click the 'Send Email' button to send emails to your clients. Click here to learn more about sending and tracking emails
Delete client: To delete a client simply click on the trash can icon. Click here to learn more about deleting clients
Sort: You can sort your clients by Subscription Status, First name, Last name, Phone and Email by clicking on the column title that you wish to sort by.
Filter: You can filter your clients by All, Subscribed, or Unsubscribed clients.
Import Clients: Click the 'Import Clients' button to quickly import all your existing clients into Studio Ninja using a CSV file. Click here to learn more about importing clients
Export Clients: Click the 'Export Clients' button to quickly export all your current clients out of Studio Ninja into a CSV file.
Clicking on view next to the client will bring you to the client profile page