Clients

Use the client directory to keep recipient data clean and up to date.

What you can do

• search and open clients quickly;
• review contact details and notes;
• edit client profile metadata;
• check joined date and directory context.

New client behavior

The new client page is a compatibility redirect to invitation-based onboarding. This keeps account access and client profile setup aligned.

Good practice

• keep names and emails consistent with invitations;
• use notes for operational context, not sensitive data;
• update client records before sending new gallery invites.