Manage freelance clients in ClientFive

Instructions

1. 1.Go to Clients and choose New Client.
2. 2.Add the client's name, contact details, service type, rate, timezone, and notes.
3. 3.Open Other Contacts to add colleagues at the client's company with their role, email, phone, and notes. Search, sort, copy details, or recover removed contacts from Removed.
4. 4.With Pro, use the client's To Do tab for a Mini List-style checklist with nested items, highlighting, reordering, focus view, and completion trash. This list is separate from linked Tasks and has no paper mode.
5. 5.Use client notes for durable context, not temporary tasks.
6. 6.Record important interactions so future follow-ups have history.
7. 7.Archive inactive clients instead of deleting them when you may need their history later.

Best practices

• Keep client records factual and specific.
• Use the same client record across cashflow, tasks, calendar, and notes.
• Update client details after every renewal, scope change, or pricing change.