Clients

Learn how to add clients to your account as well as batch importing, sending emails, tracking emails and more...

7 articles in this collection
Written by Chris Garbacz, Nikki Remigio, and Jan Santos

Getting started with the client portal

Learn everything you need to know about the client portal including quotes, invoices, contracts and questionnaires.

Written by Jan Santos
Updated over a week ago

Client Profile

The client profile page has been redesigned! Here's what you can now do on this page.

Written by Nikki Remigio
Updated over a week ago

Getting started with Clients

Learn the basics about working with clients in Studio Ninja.

Written by Chris Garbacz
Updated over a week ago

Sending and tracking emails to clients

Learn how to manually and automatically send emails to Clients and track what emails have been sent.

Written by Chris Garbacz
Updated over a week ago

How to add a new Client

Learn what clients are and how to add your first client to Studio Ninja.

Written by Chris Garbacz
Updated over a week ago

How to delete a Client

Learn how to delete a client as well as reasons why they cannot be deleted

Written by Chris Garbacz
Updated over a week ago

How to batch import all your existing clients

Learn how to quickly and easily import all your clients at once using our Studio Ninja CSV file.

Written by Chris Garbacz
Updated over a week ago