this article we will cover:
- Clients Overview
- Adding New Clients
- Client Profile
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' button to bring up the Add new client lightbox. Here you can add all your new clients details.
Search: Start typing in the search field and your list will dynamically start filters your search criteria.
Filter: You can filter your clients by Active Clients and Inactive Clients. Active Clients are clients that are linked to jobs that are currently in progress. Inactive Clients are clients that are not linked to a job or are linked to a job but the job has been completed.
Edit: Click the 'Edit' button to bring up the your client details. Here you can edit and update all your client details.
Email: Click the 'Email' button to send emails to your clients.
Delete client: To delete a client simply click on the trash can icon.
Adding New Clients
From the Clients Overview page, click on + Add button to bring up the Add new client box. The client first name and email address are both mandatory fields.
The Client Profile displays all the information you need about a particular client and is divided into the following sections:
Client: displays additional client information. You can also Edit your client details, Subscribe/Unsubscribe the client, or Delete the client.
Jobs section: displays all the jobs currently in progress and completed for this client.
Mail box: displays all the outgoing emails sent to this client, as well as send them an email.
Invoices box: displays all the invoices relating to this client.
Client Notes: displays any notes that you have made about this client and the ability to edit your notes.
Add a new Job or Lead: Click on the + Add button to add a new Lead or Job for this client.
If you need help with anything we are here for you :-)
- Message us in-app by clicking on the green chat icon on the bottom right hand side and one of our friendly staff with give you a hand.
- Book a training session and Chris will help you through every step of the process to get you setup as quickly as possible. He can also answer any questions you may have and also make sure your account is running in the most efficient way.
- Join our Ninja community and chat with all of our users in the private (members only) Facebook Group.