Creating & Managing Clients

The Clients section (/admin/clients) is the central hub for your client roster.

Client list

The list shows every client with at-a-glance status columns:

Column	What it shows
Onboarding	Whether the client has completed the onboarding checklist
Drive	Link to the client's Google Drive folder (if connected)
Slack	Link to the client's Slack channel (if connected)
Pending files	Number of files awaiting your review/approval

Creating a client

1. Click New Client in the top right.
2. Fill in the client's name and any relevant details.
3. Save — if Google Drive and/or Slack auto-creation are enabled in Onboarding Settings, the folder and channel are created immediately.

Client detail page

Click any client's name to open their detail page. From here you can:

• Edit client information
• View their tasks, files, calendar events, and assets scoped to that client
• Manage their connected integrations (Meta Ads, GA4, GSC, Mailchimp, Klaviyo)
• Invite new client members

Deleting a client

There is no bulk-delete — clients must be archived individually. Archiving a client hides them from the active list but preserves their data.