The Clients page lets agencies manage a portfolio of clients so you can organize websites and reporting per client.
Key functions
Client cards
Each card shows:
- Logo and name
- Notes (if set)
- Report status — monthly report active or reports off
- Recipients — report email addresses when monthly reports are enabled
- Last run — status badge and relative time, or a no-runs state
- Website count
Click a card to open the client detail page.
New client
- New client opens a dialog to create a client with name and notes.
Delete client
- Use the delete action on a card (visible on hover).
- Confirm in the dialog before the client is removed.
Starter empty state
- On Starter, the page shows an upgrade empty state with a link to the plans page instead of client cards.
Plan availability
- The entire Clients feature requires a Pro or Agency plan.
- On Starter, the Clients link is hidden in the navigation.
Tips
- Add notes when creating a client to keep internal context visible on the card.
- Open a client detail page to assign websites and configure monthly report recipients.