Clients (CRM)
The Clients table is a lightweight CRM for tracking the clients your business manages — contacts, notes, billing info, and account linkage. It is managed from Admin > Clients.
Clients is a paid add-on. A Super admin enables it in Site Config > CRM — until then, the Clients page and its data APIs are hidden for everyone, regardless of role permissions.
Creating a Client
Each client record consists of:
- Contact name - The primary person you work with. Required.
- Company - The client's business name.
- Phone / Website - Direct contact details and the client's site.
- Billing address - Used for invoices and records.
- Notes - Free-form internal notes: history, preferences, open items. Never shown to the client.
Linking Accounts
- Linked user account - Optionally connect the client to a user account on this site (for example, a client portal login). The dropdown lists existing users by email.
- Stripe Customer ID - Cross-reference to the client's Stripe customer record for billing. This field is private: it is only visible to admins whose role can update the Clients table, and it never leaves the platform through the external API.
Access Control
Super admins have full access automatically. Admins need a custom role that grants permissions on the client table — for example, an "Account Manager" role with create, read, and update access. Client records are internal: they are never exposed to visitors, regular users, or the external REST API.
Status Workflow
- Draft - A prospect or incomplete record.
- Live - An active client.
- Archived - A former client, preserved for records.
