In the dashboard, go to Clients to manage the people and businesses you work with. You can:
- Add a client — click “New Client” and fill in their name, email, phone, and notes.
- Edit a client — click the client, update their info, and save.
- Delete a client — open the client, scroll to the bottom, and click “Delete client.” This action cannot be undone.
- See all related recaps — each client’s page shows every recap linked to them, ordered by date.