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Managing Clients

Effective client management is key to running a successful business. PayTrack helps you keep all client information organized and accessible.

Adding a New Client

Section titled “Adding a New Client”
  1. Navigate to Clients in the sidebar
  2. Click “Add Client” button
  3. Fill in client information:

Required Information

Section titled “Required Information”
  • Name - Client’s full name or company name

Optional Information

Section titled “Optional Information”
  • Email - Client’s email address
  • Company - Company name (if different from name)
  • Contact - Primary contact person
  • Phone - Phone number
  • Address - Physical address
  1. Click “Save”

Viewing Clients

Section titled “Viewing Clients”
  • List View - See all clients in a table
  • Card View - Visual card layout
  • Search - Search clients by name, email, or company
  • Filter - Filter by tags or custom fields

Editing Client Information

Section titled “Editing Client Information”
  1. Click on a client to open their details
  2. Click “Edit” button
  3. Update any information
  4. Click “Save Changes”

Client Projects

Section titled “Client Projects”

View all projects associated with a client:

  1. Open a client’s profile
  2. Navigate to the Projects tab
  3. See all projects for this client
  4. Create a new project directly from the client page

Organizing Clients

Section titled “Organizing Clients”

Tags

Section titled “Tags”

Add tags to clients for better organization:

  1. Edit a client
  2. Add tags (e.g., “VIP”, “Recurring”, “One-time”)
  3. Filter clients by tags

Custom Fields

Section titled “Custom Fields”

Add custom fields to track additional information:

  • Industry
  • Referral source
  • Notes
  • Custom metadata

Client Communication

Section titled “Client Communication”
Section titled “Sending Payment Links”
  1. Open a project
  2. Click “Send Payment Link”
  3. Choose payment method
  4. Client receives a secure payment link

Email Integration

Section titled “Email Integration”
  • Send invoices directly from PayTrack
  • Track email opens and clicks
  • Automated payment reminders

Best Practices

Section titled “Best Practices”
  • Keep client information up to date
  • Use consistent naming conventions
  • Add notes about important interactions
  • Tag clients for easy filtering
  • Regularly review and clean up inactive clients
  • Maintain accurate contact information

Privacy & Security

Section titled “Privacy & Security”
  • Client data is encrypted and secure
  • Only you can access your client information
  • Export client data anytime
  • GDPR compliant data handling
Section titled “Related Guides”