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business serves. It is the central place for keeping client records up to date and is reused across bookings, invoices, pricing discounts, and customer communication.",[753,761,762,763,766,767,773],{},"You can find this page under ",[757,764,765],{},"Clients → Manage",", or at ",[768,769,770],"a",{"href":770,"rel":771},"https:\u002F\u002Fapp.requiply.com\u002Fclients\u002Fmanage",[772],"nofollow",".",[775,776,777,782],"figure",{},[778,779],"img",{"src":780,"alt":781},"\u002Fassets\u002Fclients\u002Fmanage\u002Fclients-table.png","The Manage clients page in dark mode inside the page card. A search box reading Search by name, email, phone or number and a Filter button sit on the left, Add client and Import clients buttons on the right. The table has a checkbox column, ID, Name, Email, Phone and Discount with sort arrows, and Actions. Clients 29 down to 21 are listed, from Lucy Braithwaite to Olivia Bancroft, with blurred emails and phones and discounts such as Family Discount (2%), Veteran discount (3%), Best clients (5%) or Not assigned. The pager reads 1-10 of 29",[783,784,785],"figcaption",{},[753,786,787],{},"The clients list, newest client first. Search, filters, sorting, and the page are kept in the page address, and only the current page is loaded.",[789,790,792],"h2",{"id":791},"why-this-page-matters","Why this page matters",[753,794,795],{},"Clients are one of the foundational records in Requiply. They feed into:",[797,798,799,805,811,816,822],"ul",{},[800,801,802,804],"li",{},[757,803,576],{}," — appointments and bookings are attached to clients.",[800,806,807,810],{},[757,808,809],{},"Invoices and payments"," — billing records reference the client's name, email, and phone.",[800,812,813,815],{},[757,814,566],{}," — a client can be tied to a discount that affects the pricing they see.",[800,817,818,821],{},[757,819,820],{},"Custom entity fields"," — any custom fields your organization has defined for clients are surfaced and searchable on this page.",[800,823,824,827],{},[757,825,826],{},"Client lifecycle work"," — removing old records and applying a promotional discount to a whole group happen here.",[753,829,830],{},"If client data is wrong or missing, it affects bookings, communication, and billing downstream.",[789,832,834],{"id":833},"what-youll-see","What you'll see",[753,836,837],{},"When clients exist, the page shows a single full-height card containing a paginated, scrollable table of all clients in your organization.",[753,839,840],{},"The table header changes depending on whether any rows are selected.",[753,842,843],{},[757,844,845],{},"Default header (no selection):",[797,847,848,855,870,880],{},[800,849,850,851,773],{},"A search input with placeholder ",[852,853,854],"em",{},"Search by name, email, phone or number",[800,856,857,858,861,862,865,866,773],{},"A ",[757,859,860],{},"Filter"," button, with a chip per active filter and ",[757,863,864],{},"Reset filters"," once anything is set. See ",[768,867,869],{"href":868},"#searching-and-filtering","Searching and filtering",[800,871,872,873,876,877,879],{},"A primary ",[757,874,875],{},"Add client"," button that navigates to the ",[768,878,225],{"href":226}," page.",[800,881,882,883,876,885,879],{},"A secondary ",[757,884,240],{},[768,886,240],{"href":241},[753,888,889],{},[757,890,891],{},"Selection header (one or more rows selected):",[797,893,894,900,907],{},[800,895,857,896,899],{},[757,897,898],{},"{count} client(s) selected"," label.",[800,901,902,903,906],{},"An ",[757,904,905],{},"Assign discount"," action (percentage icon) that opens the bulk discount dialog.",[800,908,909],{},"A small close button to clear the selection.",[753,911,912],{},[757,913,914],{},"Table body:",[797,916,917,920,928,953,956,969,975],{},[800,918,919],{},"A multi-select checkbox column on the left.",[800,921,902,922,925,926,879],{},[757,923,924],{},"ID"," column showing the client's organization-scoped number as a tag. Clicking it opens that client's ",[768,927,220],{"href":221},[800,929,930,931,934,935,938,939,938,942,945,946,949,950,952],{},"A configurable set of visible columns driven by the organization's table layout for the ",[757,932,933],{},"Client"," entity level. Standard columns include ",[757,936,937],{},"Name",", ",[757,940,941],{},"Email",[757,943,944],{},"Phone",", and ",[757,947,948],{},"Discount",", plus an optional ",[757,951,335],{}," column.",[800,954,955],{},"Custom entity fields defined for clients also appear as columns when the layout includes them.",[800,957,755,958,960,961,965,966,899],{},[757,959,948],{}," column shows a tag with the discount's name and percentage (for example ",[962,963,964],"code",{},"Premium (5%)","); when no discount is assigned it shows a muted ",[757,967,968],{},"Not assigned",[800,970,971,972,974],{},"A frozen ",[757,973,385],{}," column on the right with a split-button per row.",[800,976,977,978,773],{},"Pagination controls at the bottom with page sizes of 10, 20, and 50 (default 10) and a counter such as ",[852,979,980],{},"1-10 of 29",[753,982,983,984,938,986,938,988,938,990,938,992,994,995,997],{},"Rows are sorted by ID descending, so the most recently added clients are at the top. Click the header of ",[757,985,924],{},[757,987,937],{},[757,989,941],{},[757,991,944],{},[757,993,948],{},", or ",[757,996,335],{}," to sort by it; click again to reverse.",[753,999,1000],{},"Since version 1.3.1 the list is loaded one page at a time from the server, so it stays fast with thousands of clients. While a page loads, grey placeholder rows keep the table's shape.",[789,1002,1004],{"id":1003},"empty-state","Empty state",[753,1006,1007],{},"When the organization has no clients yet, the table is replaced with an empty-state placeholder:",[797,1009,1010,1013,1019],{},[800,1011,1012],{},"A users icon.",[800,1014,1015,1016,773],{},"The title ",[757,1017,1018],{},"No clients yet",[800,1020,1021,1022,1024,1025,879],{},"A primary call-to-action button ",[757,1023,875],{}," that navigates to the ",[768,1026,225],{"href":226},[753,1028,1029],{},"This is what new organizations or freshly cleaned-up databases see. Adding the first client unlocks the table view.",[789,1031,1033],{"id":1032},"main-actions","Main actions",[1035,1036,1038],"h3",{"id":1037},"adding-a-new-client","Adding a new client",[753,1040,1041,1042,1044,1045,1047],{},"Click ",[757,1043,875],{}," in the header (or in the empty state). This navigates to the ",[768,1046,225],{"href":226}," page, where the full client form is presented. After saving, the new client appears in the table.",[1035,1049,1051],{"id":1050},"importing-clients","Importing clients",[753,1053,1041,1054,1056,1057,1059],{},[757,1055,240],{}," in the header. This navigates to the ",[768,1058,240],{"href":241}," page for bulk import.",[1035,1061,1063],{"id":1062},"opening-a-clients-full-details","Opening a client's full details",[753,1065,1066,1067,1069,1070,1072],{},"Click the ",[757,1068,924],{}," tag in any row. This opens the ",[768,1071,220],{"href":221}," page for that client — contact record, finance summary (revenue, profit, pending, debt), custom field values, and every booking they have made.",[1035,1074,1076],{"id":1075},"editing-a-client","Editing a client",[753,1078,1079,1080,1082],{},"Each row's action column shows a split button. The pencil icon (the main button) navigates to the ",[768,1081,225],{"href":226}," page for that row, where the client's general information, pricing discount, and custom fields can be updated.",[1035,1084,1086],{"id":1085},"per-row-actions-menu","Per-row actions menu",[753,1088,1089],{},"The split button's dropdown on each row exposes:",[797,1091,1092,1097],{},[800,1093,1094,1096],{},[757,1095,905],{}," — opens the discount dialog scoped to that single client.",[800,1098,1099,1102,1103,1106,1107,1111],{},[757,1100,1101],{},"Delete"," — opens a confirmation dialog for that client. The dialog first checks the client's bookings: with none, it asks for confirmation and the row is removed on ",[757,1104,1105],{},"Yes","; with bookings, it lists them and blocks the deletion (see ",[768,1108,1110],{"href":1109},"#deleting-a-client-with-bookings","below",").",[1035,1113,1115],{"id":1114},"bulk-actions","Bulk actions",[753,1117,1118],{},"Select rows using the checkbox column, then use the buttons that appear in the table header:",[797,1120,1121],{},[800,1122,1123,1125],{},[757,1124,905],{}," — opens a dialog showing how many clients are selected and a discount picker. Selecting a discount applies it to all selected clients; selecting none removes the discount from those clients. A success toast confirms the change.",[753,1127,1128],{},"After any bulk action completes, the selection is cleared automatically and the table reloads.",[1130,1131,1132,1135],"note",{},[757,1133,1134],{},"There is no bulk delete."," Because every deletion has to be checked against that client's bookings, clients are removed one at a time from the per-row menu.",[1035,1137,1139],{"id":1138},"deleting-a-client-with-bookings","Deleting a client with bookings",[753,1141,1142],{},"Deletion is blocked while a client still has bookings. The dialog shows a warning saying the client cannot be deleted because they have bookings, and that those bookings must be deleted first, followed by a scrollable list of the blocking bookings with their IDs and date ranges. The confirm button stays disabled.",[753,1144,1145],{},"This protects the booking history: a booking without its client would lose the name, contact details, and discount that produced it. When a client should simply stop appearing in day-to-day work, leaving their record in place is usually the right answer.",[753,1147,1148],{},[778,1149],{"alt":1150,"src":1151},"Assign discount dialog after selecting multiple clients","\u002Fassets\u002Fclients\u002Fmanage\u002Fmultiselect-example-assign-discount.png",[1035,1153,869],{"id":1154},"searching-and-filtering",[753,1156,1157,1160,1161,1164,1165,1168],{},[757,1158,1159],{},"Search"," matches the client's name, email, phone, or client number. Every word you type must match, so ",[852,1162,1163],{},"emma crawford"," finds Emma Crawford but not every Emma. Press ",[757,1166,1167],{},"Enter"," or pause typing to search.",[753,1170,1171,1174,1175,1177,1178,1181,1182,1185],{},[757,1172,1173],{},"Filters"," are added with ",[757,1176,860],{},": pick a field, set its value, and click ",[757,1179,1180],{},"Done",". Each active filter shows as a chip; click it to change it or its ",[757,1183,1184],{},"×"," to remove it.",[1187,1188,1189,1201],"table",{},[1190,1191,1192],"thead",{},[1193,1194,1195,1198],"tr",{},[1196,1197,860],"th",{},[1196,1199,1200],{},"How it works",[1202,1203,1204,1217,1235],"tbody",{},[1193,1205,1206,1211],{},[1207,1208,1209],"td",{},[757,1210,948],{},[1207,1212,1213,1214,1216],{},"Tick one or more pricing discounts, or ",[757,1215,968],{}," for clients without one.",[1193,1218,1219,1223],{},[1207,1220,1221],{},[757,1222,335],{},[1207,1224,1225,1228,1229,1232,1233,773],{},[757,1226,1227],{},"Has account"," or ",[757,1230,1231],{},"No account",", see ",[768,1234,346],{"href":347},[1193,1236,1237,1242],{},[1207,1238,1239],{},[757,1240,1241],{},"Custom fields",[1207,1243,1244,1245,773],{},"Every client-level custom field in your table layout. Text fields match what you type, number and date fields take a range, and choice and checkbox fields offer their options plus ",[757,1246,968],{},[753,1248,1249,1250,1253,1254,1256],{},"All filters combine. When nothing matches, the table says ",[852,1251,1252],{},"No clients match these filters"," with ",[757,1255,864],{},". The search, filters, sort, and page are kept in the page address, so a filtered list can be bookmarked or shared.",[789,1258,1260],{"id":1259},"forms-and-fields","Forms and fields",[753,1262,1263,1264,1266],{},"The add and edit experiences live on a shared ",[768,1265,225],{"href":226}," page, but the fields visible elsewhere on this page include:",[797,1268,1269,1279,1284,1289,1297,1314],{},[800,1270,1271,1274,1275,1278],{},[757,1272,1273],{},"First name"," and ",[757,1276,1277],{},"Last name"," — shown in the Name column (joined together).",[800,1280,1281,1283],{},[757,1282,941],{}," — shown in the Email column.",[800,1285,1286,1288],{},[757,1287,944],{}," — shown in the Phone column.",[800,1290,1291,1294,1295,899],{},[757,1292,1293],{},"Pricing discount"," — shown as a tag in the Discount column when assigned, otherwise as a muted ",[757,1296,968],{},[800,1298,1299,1301,1302,1304,1305,1308,1309,1311,1312,773],{},[757,1300,335],{}," — a green ",[757,1303,1227],{}," tag for clients who signed up on your ",[768,1306,1307],{"href":347},"client portal",", otherwise a grey ",[757,1310,1231],{},". The column starts hidden: add it in ",[768,1313,620],{"href":621},[800,1315,1316,1318],{},[757,1317,1241],{}," — any organization-defined client fields appear as their own columns when the table layout is configured to show them.",[753,1320,1321,1322,1324],{},"The exact column set is controlled by the table layout configured for the ",[757,1323,933],{}," entity level, so different organizations may see slightly different columns.",[789,1326,1328],{"id":1327},"how-this-page-connects-to-the-rest-of-requiply","How this page connects to the rest of Requiply",[1187,1330,1331,1341],{},[1190,1332,1333],{},[1193,1334,1335,1338],{},[1196,1336,1337],{},"Feature",[1196,1339,1340],{},"How this page affects it",[1202,1342,1343,1352,1366,1375,1384,1394,1408],{},[1193,1344,1345,1349],{},[1207,1346,1347],{},[757,1348,576],{},[1207,1350,1351],{},"Clients managed here are the same clients selected when creating bookings. Deleting a client removes them from future selection.",[1193,1353,1354,1360],{},[1207,1355,1356],{},[768,1357,1358],{"href":221},[757,1359,220],{},[1207,1361,1362,1363,773],{},"The ID column deep-links into the per-client view, including their finance summary and outstanding ",[768,1364,1365],{"href":231},"debt settlement",[1193,1367,1368,1372],{},[1207,1369,1370],{},[757,1371,809],{},[1207,1373,1374],{},"Client contact details from this page are reused on billing documents and payment receipts.",[1193,1376,1377,1381],{},[1207,1378,1379],{},[757,1380,566],{},[1207,1382,1383],{},"The discount column reflects the discount applied to a client. Bulk-assigning a discount here changes the price that client sees on services.",[1193,1385,1386,1391],{},[1207,1387,1388],{},[757,1389,1390],{},"Entity fields (custom fields)",[1207,1392,1393],{},"Any custom fields defined for the Client entity level surface as searchable columns on this page.",[1193,1395,1396,1402],{},[1207,1397,1398],{},[768,1399,1400],{"href":347},[757,1401,335],{},[1207,1403,1404,1405,1407],{},"The optional ",[757,1406,335],{}," column says who has a portal account. Clients are created automatically when someone checks out on the portal.",[1193,1409,1410,1415],{},[1207,1411,1412],{},[757,1413,1414],{},"Client add\u002Fedit\u002Fimport pages",[1207,1416,1417],{},"The header buttons and per-row actions are the entry points to those flows.",[789,1419,1421],{"id":1420},"common-scenarios","Common scenarios",[1035,1423,1425],{"id":1424},"onboarding-a-new-client","Onboarding a new client",[753,1427,1428,1429,1431],{},"A staff member clicks ",[757,1430,875],{},", fills in the client's general information and any required custom fields, and saves. The new record is immediately visible in the table and selectable for bookings.",[1035,1433,1435],{"id":1434},"migrating-clients-from-another-system","Migrating clients from another system",[753,1437,1438,1439,1441],{},"The user clicks ",[757,1440,240],{}," to bulk-load existing customer records, then returns to this page to verify the rows landed correctly and to spot-check missing fields using the search input.",[1035,1443,1445],{"id":1444},"finding-every-client-without-a-discount","Finding every client without a discount",[753,1447,1041,1448,1451,1452,1454,1455,1457,1458,1460],{},[757,1449,1450],{},"Filter → Discount",", tick ",[757,1453,968],{},", and click ",[757,1456,1180],{},". Select the rows and use ",[757,1459,905],{}," to give them one.",[1035,1462,1464],{"id":1463},"running-a-promotion","Running a promotion",[753,1466,1467,1468,1470],{},"The user selects a group of clients (for example, repeat customers) using the checkbox column, clicks ",[757,1469,905],{}," in the bulk header, picks the promotional discount, and applies it. The Discount column on each affected row updates with the new tag.",[1035,1472,1474],{"id":1473},"cleaning-up-old-records","Cleaning up old records",[753,1476,1477],{},"The user searches or filters the table to find inactive clients and deletes them one at a time from the per-row menu. Clients who still have bookings cannot be removed: the dialog lists exactly what is blocking each one.",[789,1479,1481],{"id":1480},"tips-and-cautions","Tips and cautions",[1130,1483,1484,1487],{},[757,1485,1486],{},"Tip:"," Configure custom client fields and the client table layout before importing — extra columns and search will work out of the box once they are visible in the layout.",[1489,1490,1491,1494],"warning",{},[757,1492,1493],{},"Heads up:"," Deleting a client is final from this page's UI, and only possible for clients with no bookings. There is no undo once the confirmation is accepted.",[1489,1496,1497,1499,1500,1502,1503,1506],{},[757,1498,1493],{}," Bulk ",[757,1501,905],{}," with no discount selected will ",[852,1504,1505],{},"remove"," the discount from every selected client, not leave it unchanged. Use the per-row action when you only want to change one client.",{"title":1508,"searchDepth":1509,"depth":1509,"links":1510},"",2,[1511,1512,1513,1514,1525,1526,1527,1534],{"id":791,"depth":1509,"text":792},{"id":833,"depth":1509,"text":834},{"id":1003,"depth":1509,"text":1004},{"id":1032,"depth":1509,"text":1033,"children":1515},[1516,1518,1519,1520,1521,1522,1523,1524],{"id":1037,"depth":1517,"text":1038},3,{"id":1050,"depth":1517,"text":1051},{"id":1062,"depth":1517,"text":1063},{"id":1075,"depth":1517,"text":1076},{"id":1085,"depth":1517,"text":1086},{"id":1114,"depth":1517,"text":1115},{"id":1138,"depth":1517,"text":1139},{"id":1154,"depth":1517,"text":869},{"id":1259,"depth":1509,"text":1260},{"id":1327,"depth":1509,"text":1328},{"id":1420,"depth":1509,"text":1421,"children":1528},[1529,1530,1531,1532,1533],{"id":1424,"depth":1517,"text":1425},{"id":1434,"depth":1517,"text":1435},{"id":1444,"depth":1517,"text":1445},{"id":1463,"depth":1517,"text":1464},{"id":1473,"depth":1517,"text":1474},{"id":1480,"depth":1509,"text":1481},"The customer list: search clients by name, email, phone, or number, filter by discount, client portal account, or custom fields, assign a discount to several at once, delete records with no bookings, and open any client's full history.","md",null,{"gitbook":1539,"aliases":1543},{"source":1540,"icon":1541,"url":1542},"clients\u002Fmanage.md","users","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fclients\u002Fmanage",[1544],"\u002Fknowledge\u002Fclients\u002Fmanage",{"title":216,"icon":79},{"title":216,"description":1535},"YpLBpDzBMMeR5L2aap0QrzkxH6Mp0aVHIuzpDmaVCUs",[1549,1551],{"title":48,"path":211,"stem":212,"description":1550,"icon":79,"children":-1},"The customer records your bookings, invoices, payments, and discounts all read from: where client data lives and what each page in this section does.",{"title":220,"path":221,"stem":222,"description":1552,"icon":223,"children":-1},"Everything Requiply knows about one customer on a single page: contact details, total revenue and profit, what they still owe, and every booking they have made.",1792585975881]