[{"data":1,"prerenderedAt":104},["ShallowReactive",2],{"help-\u002Fhelp\u002Fadd-and-manage-clients":3},{"id":4,"title":5,"area":6,"audience":7,"body":8,"description":86,"draft":87,"extension":88,"meta":89,"navigation":90,"path":91,"publishAfter":92,"routes":93,"screenshots":92,"seo":95,"siteOnly":87,"sources":96,"stem":99,"tasks":100,"updated":102,"__hash__":103},"help\u002Fhelp\u002Fadd-and-manage-clients.md","Add and manage clients","business","juggler",{"type":9,"value":10,"toc":79},"minimark",[11,20,25,48,55,59,62,66],[12,13,14,15,19],"p",{},"Open ",[16,17,18],"strong",{},"Clients"," from your dashboard sidebar. The list shows every client with their contact\ndetails, status, and last activity, and you can search by name, email, or phone.",[21,22,24],"h2",{"id":23},"add-a-client","Add a client",[26,27,28,36,43],"ol",{},[29,30,31,32,35],"li",{},"Press ",[16,33,34],{},"New Client",".",[29,37,38,39,42],{},"Enter what you have: a name, phone number, or email is enough to save. Add an address\nwith ",[16,40,41],{},"Add address"," if you want one on file.",[29,44,31,45,35],{},[16,46,47],{},"Save Client",[12,49,50,51,54],{},"While you type, jugglix checks for existing clients with the same email or phone or a\nsimilar name. If it finds one, a ",[16,52,53],{},"Similar client found"," card appears so you can take a\nlook before creating a duplicate. It is just a heads-up: you can still save.",[21,56,58],{"id":57},"keep-track-of-each-client","Keep track of each client",[12,60,61],{},"Open any client to see their contact information and an activity timeline. Add notes as you\ngo, typed as a general note, call, meeting, email, or follow-up, and pin the important ones.\nThe quick actions at the top call, email, or map directions to the client in one tap.",[21,63,65],{"id":64},"edit-or-organize","Edit or organize",[12,67,31,68,71,72,75,76,78],{},[16,69,70],{},"Edit"," on a client to update their details, set their ",[16,73,74],{},"Status"," (lead, active,\ninactive, or archived), record where they came from, and note their preferred contact\nmethod. Use the ",[16,77,74],{}," filter on the list to see one group at a time, for example only\nyour leads.",{"title":80,"searchDepth":81,"depth":81,"links":82},"",2,[83,84,85],{"id":23,"depth":81,"text":24},{"id":57,"depth":81,"text":58},{"id":64,"depth":81,"text":65},"Keep your clients, their contact details, and your notes in one place.",false,"md",{},true,"\u002Fhelp\u002Fadd-and-manage-clients",null,[94],"\u002Fdashboard\u002Fclients\u002F*",{"title":5,"description":86},[97,98],"webapp\u002Ffrontend\u002Fapp\u002Fpages\u002Fdashboard\u002Fclients\u002F**","webapp\u002Ffrontend\u002Fapp\u002Fcomponents\u002Fclients\u002F**","help\u002Fadd-and-manage-clients",[101],"add-first-client","2026-08-31","SD2eFNjbjeeEjgJEzpiQc1SVwIgaVjT98QeA6B8mc24",1792797444322]