When you receive a new booking, you'll want to go ahead save your client's contact information in Studio!
How to Save a New Client
To get to your saved contacts, click on Clients in the side menu in Studio.
In the top right corner, click Add Client:
A new window will pop up where you can enter your client's name and email. Make sure to fill in the required fields for First Name, Last Name, and Email Address in order to save the new client.
You can also add extra details like a phone number or address by clicking on the Additional Information dropdown:
Once your client is saved, you can easily assign them to projects, documents, and share their gallery!
Client Notes
Client notes are a great way of documenting information that is specific to your client and can be referenced in the future.
To add a client note, scroll down to the bottom of the page and click on Create New Note. Each note can be titled to keep information organized!
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
