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.



Updated on: 10/09/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!