Solodoer Tutorials | Clients Setup

Last Updated: Oct 29, 2025

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Solodoer Tutorials | Clients Setup

Clients Setup Tutorial

The Clients app allows you to maintain a directory of your clients with relevant details and contact information collected from your business website appointment submissions through the contact us page. This helps you track and manage your customer relationships effectively.

Note: Setting up Clients is optional but highly recommended if you want to organize and manage customer information collected through your website.

What You'll Learn

In this tutorial, you'll learn how to:

Understand what Clients are and why they're important for your business
Access the Clients app from your dashboard
View clients submitted through your website appointment in contact us
Create and add new clients manually
Organize clients using tags for better categorization
Add client photos and business details
Manage public/private client visibility
Handle business clients with company information
Edit and update existing client information
Delete clients when needed
Search and filter through your client list
Best practices for client management

Understanding Clients

What are Clients?

Clients in Solodoer represent customers or end-users who interact with your business through the services you provide. The Clients app serves as your customer relationship management (CRM) tool within Solodoer.

Client Information Captured:

Basic Details: Name, email, phone number, location
Organization: Tags to categorize clients
Client Type: Individual or business client
Visibility: Public (shown on website) or private (internal only)
Business Details: Company name, role, address, logo (for business clients)
Client Photo: Profile picture or avatar (optional)

Where Do Clients Come From?

Clients can be added to your directory in two ways:

1. Appointment in Contact Us:

When visitors submit an appointment through the contact us page on your website, their information is automatically saved as a client in your Clients app
This helps you track all inquiries and leads from your website

2. Manual Entry:

You can manually add clients who contacted you through other channels (phone, email, social media, in-person)
This keeps all your client information in one central location

Why is Client Management Important?

Centralized Information - All client details in one organized place
Lead Tracking - Track inquiries from your website
Relationship Management - Maintain contact information for follow-ups
Client Organization - Categorize clients by type, status, or project
Business Networking - Showcase public clients as social proof on your website
Privacy Control - Choose which clients are publicly visible
Professional Image - Display client logos and testimonials

Before You Begin

To complete this tutorial, you should have:

Completed the Domain Setup Tutorial - Your domain must be configured
Access to your business dashboard at www.solodoer.com/dashboard

Note: If your website is live, clients will automatically appear here when they submit an appointment through the contact us page on your website.

Accessing the Clients App

To access the Clients app:

Log in to your Solodoer Dashboard
Find your business card on the dashboard
Click the "Manage Apps" button on your business card
You'll be redirected to Manage Apps page
Click on the "Clients" card to open the Clients app
You'll be redirected to Clients page

If you haven't added any clients yet and no one has submitted the contact form, you'll see an empty state with the message "No Clients here" and instructions to click "Add Client" button.

Viewing Your Clients

The Clients page displays all your clients in a card-based layout.

Client Card Display

Each client card shows:

Client Name - "Client: [Name]" with Public/Private badge
Action Menu - Three-dot menu with Edit and Delete options
Name - The client's full name
Location - Client's location or city
Email - Contact email address
Phone Number - Contact phone number
Is Business - "Yes" or "No"
Is Public - "Yes" or "No"
Created at - When the client was created
Modified at - When the client was last modified

Searching Clients

Use the search bar at the top to find specific clients:

Type your search term in the search box
Clients are filtered by name
Results update as you type

Filtering Clients

Use the filter dropdown to view specific client types:

Available Filters:

Public - Show only clients marked as public (visible on website)
Private - Show only clients marked as private (internal only)
Is Business - Show only business clients with company information
Custom Tags - Filter by specific tags you've created (e.g., "Lead", "Active Client", "VIP")

Step 1: Creating Your First Client

Let's manually add a new client to your directory.

Navigate to Add Client Page

Go to the Clients page
Click the "Add Client" button at the top
You'll be redirected to Manage Client page

Understanding the Client Form

The client form consists of one main card called "Client Section" where you'll enter:

Basic Information:

Name - Client's full name (3-25 characters)
Email - Valid email address
Phone Number - Valid phone number
Location - Client's location (3-50 characters)
Client Photo - Profile picture (optional)
Tag - Category for organization

Client Settings:

Public - Whether client is visible on website (True/False)
Is client a business - Whether this is a business client (True/False)

Business Information (appears only if "Is client a business" is True):

Client Role - Position/title at company (3-25 characters)
Company Name - Name of company (3-50 characters)
Company Address - Full company address (3-250 characters)
Company Logo - Company logo image (optional)

Step 2: Filling Out Basic Client Information

Let's start by entering the essential client details.

Name

Find the Name field
Enter the client's full name (3-25 characters)

Examples:

"John Smith"
"Sarah Johnson"
"Michael Chen"
"Emily Rodriguez"

Naming Tips:

Use the client's preferred name format
Include first and last name
Use proper capitalization
Avoid nicknames unless requested

Email

Find the Email field
Enter a valid email address

Email Format:

Must be a valid email format: username@example.com
Examples: "john.smith@company.com", "sarah@email.com"

Email Tips:

Double-check for typos
Use the client's preferred email
Verify it's the correct contact email
Keep business and personal emails separate

Phone Number

Find the Phone Number field
Enter a valid phone number

Phone Number Format:

Can include country code: +919876543210
Or without: 9876543210
Must be 8-12 digits long

Phone Number Tips:

Include country code for international clients
Use the format: +[country code][phone number]
Remove spaces and dashes
Verify the number is correct

Location

Find the Location field
Enter the client's location (3-50 characters)

Location Examples:

"New York, USA"
"Mumbai, India"
"London, UK"
"Tokyo, Japan"
"San Francisco, California"

Location Tips:

Include city and state/country
Use the format clients prefer
Be specific but concise
Update if client relocates

Step 3: Adding Client Photo

A client photo helps personalize your client directory and makes it easier to recognize clients at a glance.

Upload Client Photo (Optional)

Find the Client Photo (Optional) field
Click the "Choose Media" button
The Media Dialog will open with two tabs

Tab 1: Asset Manager

Browse images already uploaded to your Asset Manager app
Navigate to the "Clients" folder to see previously uploaded client photos
Click on any image to select it

Tab 2: Upload Files

Upload new images directly from your computer
Supported formats: PNG, JPEG
Maximum file size: 1MB
After upload completes, the image will be automatically selected

About Media and Asset Manager:

When you upload client photos, they are automatically organized in your Asset Manager app under the "Clients" folder. This means:

All client photos are stored in one organized place
You can reuse the same image if needed
Images are backed up and managed automatically

Photo Suggestions:

Professional headshot or profile picture
Clear, well-lit photo
Appropriate resolution (not too small or blurry)
Recent photo of the client

When to Skip:

Client hasn't provided a photo
Client prefers to remain anonymous
You only have contact information, no photo

Step 4: Organizing Clients with Tags

Tags help you categorize and organize your clients by type, project, status, or any system that works for your business.

What is a Tag?

A Tag is a label or category that groups related clients together. For example:

"Lead" - Potential clients who inquired
"Active Client" - Current active projects
"Past Client" - Completed projects
"VIP Client" - High-value customers
"Referral" - Clients from referrals
"Website Inquiry" - Clients from contact form

Select or Create a Tag

On the Manage Client page, find the Tag field:

You'll see a button labeled "Choose Tag" or showing "No Tag Chosen" if no tag is selected yet
Click the "Choose Tag" button
The Tag Dialog will open with two tabs

Tab 1: Existing Tags

This tab displays all your existing tags:

Selecting a Tag:
1. Browse through the list of existing tags
2. Click on any tag name to select it for your client
3. The dialog will close and the tag will be assigned
Managing Tags:
- Each tag has a three-dot menu icon on the right
- Click the menu to Edit or Delete the tag
- Edit opens the "Manage Tags" tab with the tag pre-filled
- Delete removes the tag (only if not in use)

Tab 2: Manage Tags

This tab allows you to create new tags or edit existing ones:

Click the "Manage Tags" tab at the top
You'll see a form with:
- Add Tag or Edit Tag heading (depending on whether you're editing)
- Tag Name field (3-25 characters)
Enter your tag name
- Examples: "Lead", "Active Client", "VIP", "Referral", "Website Inquiry"
Click "Save & Submit"
The tag will be created (or updated if editing)
You'll automatically return to the "Existing Tags" tab
Click on your newly created tag to select it for your client

Tag Best Practices:

Create tags that reflect your workflow
Use clear, descriptive tag names
Keep tags consistent (e.g., "Active Client" not "Active" and "Current Client")
Limit to 10-15 tags to avoid confusion
Review and consolidate tags periodically

Step 5: Client Visibility Settings

Control whether a client is visible on your public website or kept private for internal use only.

Public Setting

Find the Public field
Select from the dropdown:
- True - Client basic details are published on website
- False - Client is private and not shown on website

What Gets Published When Public is True:

Client name
Company name (if business client)
Client role (if business client)
Company logo (if business client)
Client photo (if uploaded)

What DOESN'T Get Published:

Email address (always private)
Phone number (always private)
Location (always private)
Internal notes or details

When to Set Public = True:

Client has given permission to be showcased
You want to display client logos as social proof
Client is a well-known brand that adds credibility
Building a portfolio of clients you've worked with
Client relationships you're proud to highlight

When to Set Public = False:

Client hasn't given explicit permission
Privacy-sensitive industries (healthcare, legal, finance)
Client prefers to remain anonymous
Internal leads and prospects
Work-in-progress or pending clients

Important: Always obtain client permission before making their information public on your website. Respecting privacy builds trust.

Step 6: Business Client Information

If your client is a business or organization, you can capture additional company details.

Is Client a Business

Find the Is client a business field
Select from the dropdown:
- True - This is a business client (company/organization)
- False - This is an individual client (person)

When Is Client a Business = False:

Only basic client information is required
Business-specific fields are hidden
Suitable for individual customers or personal clients

When Is Client a Business = True:

Additional business fields appear below
You can capture company information
Suitable for B2B clients or organizations

Client Role

This field appears only when "Is client a business" = True

Find the Client Role field
Enter the client's position or title (3-25 characters)

Role Examples:

"CEO"
"Marketing Manager"
"Chief Technology Officer"
"Founder"
"Operations Director"
"Business Owner"

Role Tips:

Use the client's official job title
Be accurate with titles
Ask the client how they prefer to be listed
Update if their role changes

Company Name

This field appears only when "Is client a business" = True

Find the Company Name field
Enter the official company name (3-50 characters)

Company Name Examples:

"ABC Corporation"
"TechStart Solutions Pvt Ltd"
"Global Consulting Group"
"Smith & Associates"

Company Name Tips:

Use the official registered name
Include designations (Pvt Ltd, Inc, LLC) if appropriate
Verify spelling with the client
Match their branding exactly

Company Address

This field appears only when "Is client a business" = True

Find the Company Address field
Enter the full company address (3-250 characters)

Address Examples:

"123 Business Park, Suite 456, Silicon Valley, CA 94025, USA"

"45 High Street, 2nd Floor, London, EC1A 1BB, United Kingdom"

"Tower B, Tech Park, Whitefield, Bangalore, Karnataka 560066, India"

Address Tips:

Include street, city, state, postal code, country
Use the format common in that country
Verify accuracy for potential mailings
Include suite/floor numbers if applicable

Company Logo

This field appears only when "Is client a business" = True

Find the Company Logo (Optional) field
Click the "Choose Media" button
The Media Dialog will open

Tab 1: Asset Manager

Browse images in the "Clients" folder
Select previously uploaded company logos
Click on any logo to select it

Tab 2: Upload Files

Upload company logos directly
Supported formats: PNG, JPEG
Maximum file size: 1MB
Logo will be saved to "Clients" folder automatically

Logo Tips:

Use high-quality, clear logos
PNG format with transparent background works best
Ensure logo is properly sized (not too small)
Request official logo from client
Get permission before using on your website (if Public = True)

Step 7: Save and Submit Your Client

After completing all fields, it's time to save your client information.

Review Your Client Details

Before submitting, verify:

Name - Spelled correctly (3-25 characters)
Email - Valid email format
Phone Number - Valid phone number format
Location - Accurate location (3-50 characters)
Client Photo - Uploaded if available
Tag - Appropriate category selected
Public - Correct visibility setting
Is Business - Set correctly
Business Details - Complete if business client (role, company name, address, logo)

Submit Your Client

At the top of the page, click the "Save & Submit" button
Your client will be saved to the server
You'll see a success message
You'll be redirected back to the Clients page

Managing Your Clients

Editing a Client

To update an existing client's information:

Go to the Clients page
Find the client card you want to edit
Click the three-dot menu icon on the card
Select "Edit" from the dropdown menu
You'll be redirected to the Manage Client page
All existing data will be pre-filled, including:
- Basic information (name, email, phone, location)
- Client photo
- Selected tag
- Public and business settings
- Business details (if applicable)
Make your changes
Click "Save & Submit" when done

When to Edit:

Client contact information changes
Client switches companies or roles
Need to update photo or logo
Change public/private status
Correct any inaccuracies
Add business details to an individual client

Deleting a Client

To remove a client from your directory:

Go to the Clients page
Find the client card you want to delete
Click the three-dot menu icon on the card
Select "Delete" from the dropdown menu
A Delete Dialog will appear
Review the client details in the dialog
Click "Yes, I'm sure" to permanently delete

Warning: Deleting a client is permanent and cannot be undone.

When to Delete:

Duplicate client entries
Test entries or incorrect data
Client requested removal (GDPR/privacy compliance)
Client relationship ended and data retention period expired
Spam or invalid contact form submissions

Note: Deleting a client does NOT delete their photos or logos from Asset Manager. Images remain available for reuse.

Understanding Appointment in Contact Us Integration

One of the key benefits of the Clients app is automatic capture of appointment submissions from your website's contact us page.

How It Works

When a visitor submits an appointment through the contact us page on your website:

Their information is automatically saved as a new client in your Clients app
Client details are populated with appointment submission data:
- Name - From form name field
- Email - From form email field
- Phone Number - From form phone field
- Location - From form location field (if provided)
Default settings are applied:
- Tag: "Website Inquiry" (or default null tag)
- Public: False (private by default for privacy)
- Is Business: False (individual by default)

Benefits:

Never lose a lead from your website
All inquiries are centrally tracked
Easy follow-up with contact information
Build your client database automatically
Track website conversion and engagement

Privacy Considerations:

All appointment submissions from contact us are initially set to Private
Review and get explicit permission before setting Public = True
Comply with data protection regulations (GDPR, privacy laws)
Don't publicly display appointment inquiry details without consent

Best Practices

Client Data Management

Data Quality:

Enter complete, accurate information
Double-check email addresses and phone numbers
Keep information up-to-date
Remove duplicate entries regularly
Verify client details before making public

Privacy and Compliance:

Always obtain permission before setting Public = True
Respect client privacy preferences
Comply with data protection laws (GDPR, CCPA, etc.)
Secure sensitive client information
Only collect necessary information

Organization:

Use consistent tag naming conventions
Review and consolidate tags periodically
Create tags that match your workflow
Tag clients immediately upon creation
Use tags for segmentation and reporting

Client Categorization

Effective Tagging Strategies:

By Status:

"Lead" - Potential clients
"Active" - Current projects
"Past Client" - Completed work
"On Hold" - Paused projects

By Source:

"Website Inquiry"
"Referral"
"Social Media"
"Email Campaign"
"Networking Event"

By Industry:

"Technology"
"Healthcare"
"Finance"
"Retail"
"Education"

By Value:

"VIP Client"
"Enterprise"
"Small Business"
"Startup"

Communication Management

Follow-Up:

Review new appointment inquiries daily
Respond promptly to appointment submissions
Update client status as relationships progress
Add notes about interactions (if you maintain external CRM)
Set reminders for follow-ups

Client Relationships:

Personalize communications using client information
Remember important details (company, role, location)
Update information after each interaction
Track project history and preferences
Build long-term relationships

Public Client Showcase

Building Social Proof:

Select your best client relationships to showcase
Ask permission before making clients public
Feature recognizable brands and logos
Display diverse client portfolio
Keep public client list updated

What to Showcase:

Successful project outcomes
Long-term client relationships
Well-known brands you've worked with
Diverse industries you serve
Geographic reach of your business

What NOT to Showcase:

Clients who haven't given permission
Incomplete or unsuccessful projects
Privacy-sensitive relationships
Competitors of potential clients
Confidential partnerships

Troubleshooting Common Issues

Issue: Cannot Save Client

Possible Causes:

Required fields are empty
Name, location, role, company name, or address exceeds character limits
Email format is invalid
Phone number format is invalid
No tag selected
Internet connection lost

Solutions:

Check that all required fields are filled:
- Name (3-25 characters)
- Email (valid format)
- Phone Number (valid format)
- Location (3-50 characters)
- Tag (must select one)
Verify character counts for all text fields
If "Is Business" = True, check business fields:
- Client Role (3-25 characters if provided)
- Company Name (3-50 characters if provided)
- Company Address (3-250 characters if provided)
Check your internet connection
Refresh the page and try again

Issue: Email or Phone Validation Error

Error Messages:

"Email must be a valid email address."
"Phone Number is not a valid phone number."

Solutions:

Email Format:
- Must include @ symbol
- Must have domain extension (.com, .org, etc.)
- Correct format: username@example.com
- Check for typos or extra spaces
Phone Number Format:
- Must be 8-12 digits
- Can include + for country code: +919876543210
- Remove spaces, dashes, or parentheses
- Correct format: +919876543210 or 9876543210

Issue: Business Fields Not Appearing

Error: Cannot see Client Role, Company Name, Address, or Logo fields

Solutions:

Check the "Is client a business" field
Ensure it's set to "True"
Business-specific fields only appear when "Is client a business" = True
If still not appearing, refresh the page

Issue: Tag Not Showing in Dialog

Possible Causes:

Tags haven't loaded yet
Tag was just created
Internet connection issues

Solutions:

Switch to the "Existing Tags" tab if you're in "Manage Tags"
Wait a few seconds for tags to load
Check your internet connection
Close and reopen the Tag Dialog
Refresh the page

Issue: Image Not Uploading

Possible Causes:

File size too large
Unsupported file format
Internet connection issues
Browser cache problems

Solutions:

Ensure image is under 1MB
Use only PNG or JPEG formats
Check internet connection
Try a different browser
Clear browser cache and cookies
Compress image before uploading
Try uploading a different image to test

Issue: Client Not Appearing on Website

Error: Set client to Public = True but not visible on website

Solutions:

Verify Public setting is set to True
Clear browser cache or try incognito mode
Wait a few minutes for changes to propagate
Check website status in Website app
Ensure website is ACTIVE (not EXPIRED)
Verify DNS records are configured in Domain app

Next Steps

Congratulations! You've successfully set up client management in your Solodoer business.

Continue Building Your Website

Now that you can manage clients, consider adding these optional apps:

Projects Tutorial - Showcase your work for clients
Testimonials Tutorial - Display client reviews
Appointments Tutorial - Let clients schedule meetings
Client Appointments Tutorial - Manage client meeting details
Asset Manager Tutorial - Organize all your media files

Optimize Your Client Management

Set Up Tags - Create meaningful categories for your workflow
Review Regularly - Check new website inquiries daily
Follow Up - Respond to contact form submissions promptly
Keep Updated - Maintain accurate client information
Showcase Clients - Display public clients as social proof (with permission)
Build Relationships - Use client data to personalize interactions

Integration with Other Apps

Clients work well with:

Projects - Link clients to completed projects
Testimonials - Request and display client reviews
Client Appointments - Schedule meetings with clients

Additional Resources

Getting Started Guide - Complete overview of Solodoer

Need Help?

If you're having trouble with Clients setup or have questions:

Contact Us: www.solodoer.com/contact-us
Help Tutorials: View all tutorials

Our support team is here to help you succeed!

Next Tutorial: Projects Setup