Editing and removing clients

Get to a client by clicking any row in the Client Database table, or by typing their name into the search bar at the top of the app. The page that opens is the same one whichever route you take.

What the client page shows

The header carries a breadcrumb back to Clients, the client name as the page title, and the sub-line "Client profile & locations". To the right sit the four buttons that do everything on this page.

The hero card underneath the header is a summary you do not have to open anything to read: large initials in the client colour, then meta chips for the contact name, the email address as a mailto link and the phone number, then the tag pills, then the internal notes on their own line with an info icon. The status pill on the right reads Active or Inactive.

It is worth knowing what is not on this page, because people go looking. There is no activity feed and no note history, so a record of a phone call has to go in the internal notes on the record itself. There is no per-client revenue figure either: the money view of a client lives on the Clients tab in Reports, which separates what you have been paid from the value of the work booked. And there is no jobs tab here, because jobs belong to a location rather than to the account. To see what is booked, open the site.

Locations and Invoices

There are two tabs. Locations is the default, and it is the table covered in the locations guide: Location, Type, Address, Details, Status and a Remove action. Invoices is every invoice raised for this client, whichever job it came from.

A client you have never billed shows No invoices yet with "Invoices raised for Riverside Homes will appear here." and a Go to Invoicing button.

The Edit Client drawer

Edit Details opens a drawer titled Edit Client. The fields are slightly different from the ones you filled in when you created the record, which catches people out: the labels are shorter and the placeholders are generic rather than worked examples.

• Client Name *, placeholder "Business or personal name". The only required field, and the name that goes on the invoice.
• Contact Name, placeholder "e.g. John Smith".
• Email, placeholder "contact@example.com". This is where the portal link and any invoice email goes.
• Phone, placeholder "+44 7700 900000".
• Tags, the same seven presets and the same "Add custom tag..." field as when you created the client.
• A Client Portal section with a globe icon, holding the toggle and everything it reveals.

Press Save Changes and a toast reads Client details updated. Nothing is saved until you do: closing the drawer with the X or with Cancel throws the edit away without asking.

Two things you might expect to find in this drawer are not in it. The Active and Inactive status is not a field here, and neither are the internal notes you wrote when you created the record. The notes still show on the hero card, so they are not lost, but the place to change them is not this drawer. Everything about locations is also elsewhere: the drawer edits the account, and the sites under it are managed from the Locations tab one row at a time.

Selecting several at once

The Client Database table has a checkbox column, plus a select-all box in the header labelled "Select all clients on this page". Ticking anything makes a ghost button appear in the page header reading Delete ({n}) with the count in it. It is the only bulk action on this screen: there is no bulk edit, no bulk tag and no bulk status change.

Deleting, and what it takes with it

There are two deletes and they ask different questions. From the client page, Delete Client asks 'Delete "Riverside Homes" and all their locations? This cannot be undone.' and the confirm button reads Delete Client. From the table, Delete ({n}) asks "Delete 2 clients? This cannot be undone." and the confirm button reads Delete All.

When the record is not there

Following an old link, or opening a client somebody else deleted while you had the tab open, gives you a plain not-found page rather than an error. The client version reads We could not find this client with "It may have been deleted, or the link you followed is out of date." and a Back to clients button. The location version reads We could not find this location with "It may have been removed, or the link you followed is out of date." and Back to client.

The distinction is worth knowing. A not-found state means the row is gone. A red error state with a Try again button means CleanFlo could not reach the database, and the record is almost certainly fine.