Managing Clients

Clients are the businesses or brands you send reports for. Each client has their own platform connections, report schedule, and recipient email address.

Adding a client

1. Go to Clients in the sidebar.
2. Click New Client.
3. Fill in the client details:

4. Click Save.

Editing a client

1. Go to Clients and click the client name.
2. Click Edit on the client detail page.
3. Update the fields you want to change.
4. Click Save.

Changes take effect on the next scheduled report.

Client statuses

To change a client's status, open the client and use the status control on the detail page.

Archiving a client

Archiving hides the client from your main clients list and stops all scheduled reports. Archived clients and their data are retained — you can un-archive at any time.

To archive: open the client → click Archive Client.

To view archived clients: use the status filter on the Clients list page.

Deleting a client

Deleting a client permanently removes the client and all associated data (platform connections, schedule, email logs). This cannot be undone.

To delete: open the client → click Delete Client → confirm.

Archiving is usually the safer option if you may need the client's data in the future.

Client limits by plan

If you have reached your plan's limit, you will not be able to add new clients until you archive or delete existing ones, or upgrade your plan under Settings → Billing.