> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.useapprentice.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Client Relationships

Open a client from your artist workspace to inspect their relationship with your studio. Confirm the person's identity before changing details or starting a project.

## Find and open a client

1. Open **More → Business → Clients**.
2. Use **Search clients by name, email, or phone**. Wait for the filtered results, then choose the correct client's **View** button.
3. Expand the mobile sheet to see the full profile and the **Profile**, **Activity**, and **Files** tabs.
4. Choose **Manage client** to inspect the available actions.

The menu offers **Edit client details**, **New project**, **Manage tags**, **Export client data**, and **Archive client**. Archive indicates that it asks for confirmation.

If a dialog covers a tab, close it and wait for the client details to finish loading before trying again.

![Manage client actions in the client details panel.](https://storage.crisp.chat/users/helpdesk/website/-/b/6/b/f/b6bf11da1ce5e000/managing-client-relationships-_okp44t.png)

## Related articles

- [Recording external payments](https://help.useapprentice.com/en/article/recording-external-payments-d6t94n/)