Managing your clients

Click Clients in the sidebar, then "Add client." You only need a name to get started - email, address, and phone are optional and can be filled in later.

If you're switching over from another system, use "Import from CSV" instead of typing everyone in one at a time - it adds your whole client list in one go.

Click any client's name to open their page. It shows everything about them in one place: every project, quote, and invoice they're linked to, how much they still owe you, notes your team has left, and any tags you've added (like "VIP" or "needs follow-up").

If two people try to add the same client twice (matching email or name), WiseSlip warns you before creating a duplicate - you can still go ahead if you're sure it's a different person.

Done working with a client but don't want to lose their history? Use "Archive" instead of Delete. It hides them from your everyday client list while keeping every past invoice and note intact - you can unarchive them any time.