Clients

Managing Clients

Keep your client list clean with archiving, and export client data when you need it.

Archiving clients

No longer seeing a client? Archive them to keep your active list clean. Archived clients can be restored at any time from the Archived tab.

Client list with the archive option highlighted on a client row
Archived client list

Exporting client data

Click Export on the Clients page to download a CSV of your client list. Select specific clients with checkboxes to export only those.

Clients page with the Export button and checkbox selection highlighted

Next steps

Adding a Client

Add your first client and understand their profile.

AI Generation

Learn how the AI uses your prompts and client notes to generate each section.