Keep client details, logos, and notes together
Use a client profile for contact information and context alongside its folders.
Open the client profile
Open a client folder and select Info, or use its details action in Clients. Check the folder before editing; two clients with the same name can be distinct folders. Access and editing controls follow your workspace and client permissions.
Fill in contact details
Edit Name, Website, Email, and Phone. Add labeled social links with Add link, or remove links you no longer need. Save the profile after making changes.
Add useful notes
Use Notes for client context and handoff details. An older client description may appear until notes are first saved. These notes are workspace information, not a private personal notebook.
Choose a logo
Upload a PNG, JPEG, or WebP using the Logo file control. Wait for the upload and save the profile to apply it. Remove logo clears it when saved; replacing a logo does not require another client.
Recover an interrupted edit
Follow the panel’s error or conflict guidance before retrying. Closing with unsaved changes asks whether to discard them. A new logo preview alone does not mean the profile has been saved.