Clients
A lightweight CRM linking contacts to projects and deliveries.
Organizations track who they shoot for. The Clients page is a lightweight CRM: each client record ties a contact to the projects and events you've done for them, so a returning customer's whole history is one click away. Web
Add a client
On the Clients page click New client and fill in their name, email and phone. That's all it takes — the record is created and ready to attach to work.
Link a client to work
When you create a project (see Projects & event phases) you pick the client from a dropdown. Every event under that project inherits the link, and the client record shows a running count of the events you've delivered for them.
The client's email is also what SnapFlow uses for delivery: when you Confirm delivery on an event, the gallery link goes to the linked client (covered in Internal review, proofing & delivery).
Why bother linking
A linked client turns a pile of albums into an account history — useful for repeat bookings, for filtering reports by customer, and for making sure the right person gets the delivery email.