How Client Management Portal Works And How To Use It
Last updated on February 8, 2026
This article explains how to use the Client Management Portal in Tidify Pro. The portal enables you to add, update, and delete clients while providing a complete 360-degree view of your customers.
Overview
The Client Management Portal allows you to:
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View all customers in one place
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Access booking statistics for each client
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Track total spending, quotes, and engagement history
This information helps you understand customer value and make informed decisions, such as rewarding loyal customers or prioritizing high-value accounts.
How to Use the Client Management Portal
You can add, update, deactivate, or delete clients at any time. Follow the steps below to manage your customers.
Step 1: Open the Clients Page
From your dashboard, click Clients to view your customer list.
Step 2: View a Client’s 360-Degree Overview
Click on any client to open their profile.
The client overview provides detailed insights, including:
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Booking history and statistics
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Total amount spent
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Quotes and related activities
Step 3: Manage Client Status and Details
From the client profile, you can:
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Update customer information
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Change a client’s status from Active to Inactive
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Delete a client when no longer needed
Use these insights to make informed business decisions and improve customer relationships.
The Client Management Portal helps you maintain accurate customer records and better understand your client base.
If you need assistance, please contact Tidify Pro Support.