Professional client management

1. Click Clients in the left sidebar
2. Click the Add Client button (top right)
3. Fill in the client form

Required:

• Email address (must be unique – you can't have two clients with the same email)

Optional but recommended:

• Full name, first name, and/or surname
• Nickname (how you refer to them)
• Phone numbers – add multiple with type labels (mobile, work, home)
• Addresses – add multiple with type labels (personal, work, other)
• Company name and job title
• Instagram username (without the @ symbol)
• Website or social media URLs
• Notes – any personal information to remember

Note: Phone numbers, addresses, and notes are encrypted for security.

Yes! If you've connected your email account:

1. Go to Clients
2. Look for the Sync Contacts option
3. Click to import contacts from your connected email account
4. Review the imported contacts – they'll be created as new clients
5. Duplicates are detected automatically

This is great for quickly getting started if you have existing client relationships in your email.

When viewing your client list, you'll see coloured badges that help you prioritise:

You have two options depending on how completely you want to hide them:

Option 1: Auto-Archive

• Future emails from this client automatically go to your archive
• Client still appears in your client list and searches
• Good for: Completed clients you don't need active emails from

Option 2: Blacklist

• Client is hidden from your main client list
• All current and future emails are auto-archived
• Client only visible when you filter for "Blacklisted" clients
• Good for: Problem clients or spam contacts you want to completely ignore

To undo either option: Open the client (you may need to filter to see them) and toggle off the setting.

A project represents a complete tattoo commission from start to finish. It helps you:

• Organise related appointments – Consultation, stencil session, tattoo session(s), touch-up
• Track progress – See what stage the tattoo is at
• Group tasks – Keep related to-dos together
• Link communications – Easily find emails about this specific tattoo

Example project workflow:

1. Client inquires about a sleeve tattoo → Create project "Left Arm Sleeve"
2. Schedule consultation → Link appointment to project
3. After consultation, create tasks: "Draw initial concept", "Prepare stencil"
4. Schedule tattoo sessions → Link each appointment to the same project
5. Mark project complete when finished

1. Go to Projects in the left sidebar
2. Click New Project button
3. Fill in the project details:
   • Client (required) – Select from your existing clients
   • Project Name (required) – Descriptive name like "Back Piece – Dragon Design"
   • Description (optional) – Notes about the design, client preferences, etc.
   • Link Events (optional) – Select existing appointments for this client
   • Assign to Artist (Studio mode only) – Choose which artist is handling this
4. Click Create Project

The project starts with "In Progress" status automatically.

From the project page:

1. Open the project
2. Scroll to the Events section
3. Click Add Event
4. Select the appointment(s) to link from the client's appointments
5. Click Add

When creating a new appointment:

1. While creating the event, look for the Project field
2. Select the project to link it to
3. Save the event

To unlink an event: Open the project, find the event in the Events section, and click the unlink/remove icon.

To change status: Open the project, find the status dropdown, and select the new status. Changes save automatically.

This helps you prioritise responding to active clients:

1. Go to Projects
2. Look for the filter/search options
3. Enable the filter: "Show only projects with unread emails"
4. The list now shows only projects where the client has unread emails waiting for your response

You can combine this with other filters like status (In Progress only) for a focused view.