Create, search and edit clients

A client record groups contact details and related studio work.

Before you start: Studio Owners and eligible Managers. Finance and owner-only documents may not be visible to a Manager. Employees do not have general Clients access.

1. Open Clients → New Client.
2. Enter the required client name and any available email, phone, address and notes. Use Save Client & Add Event, or Save and continue when shown during setup.
3. Use Search clients... to find the record and open it.
4. Use its editing controls to update contact information and choose Save Changes; review related records from the client page.

What happens next

The client record is created or updated. The regular create flow offers the next event step.

Things to know

Email is optional at creation but, when entered, must have a valid email format. Without an email address, email-based contact cannot be assumed. Notes and contact fields are studio records; do not put passwords or payment credentials in them.

If something goes wrong

Before creating another client, search for the existing record. For missing documents, confirm your role with the Owner. If an edit fails, keep a copy of unsaved non-sensitive text and provide the error to support.