The Clients page: buttons, status tabs, the table and the menu on each client.

Find clients with search and six filters, then change many at once.

Add a client by hand, send the welcome email, and keep their details up to date.

Everything about one client: buttons, summary, tabs, notes and activity.

The four client statuses, how they change, and assigning team members.

How clients add balance, the limits, and where you see it.

Merge a duplicate account into the one you keep, without losing anything.

Delete a client and choose what goes with them.

Import clients from a spreadsheet with the template, and export your client list.

The 21 Clients permissions and what a team member sees without them.