The Client Roster acts as a mini-CRM (Customer Relationship Management) tool directly inside your dashboard.
Navigating Your Clients
Go to Bookings > Clients to view everyone you have ever interacted with on the platform.
Here, you can:
- Search: Quickly find a client by name or email.
- Filter: Sort your list by Active (currently booked for future dates), Past (completed gigs), or Inquiring (did not result in a confirmed booking).
Viewing Client Details
Clicking on a client reveals their comprehensive profile:
- Contact Info: Their email and associated phone number.
- Booking History: A ledger of every event they have ever booked with you.
- Loyalty Markers: Easily identify repeat clients to offer them special multi-gig rates or priority booking dates.