Clients

Client records, booking history and money per booking.

• Client records, and where they come from

  Clients build themselves out of your bookings. Here is how they are matched, what the two booking counts mean, and how to merge duplicates.

• Connecting Square

  Logidex can add your clients to your Square Customer Directory, so they are already there when you send an invoice. Here is what it does, when it does it, and what it never touches.

• Setting up client check-ins

  A "we're checking in for your event" email to each booked client. Set when they are due, write your messages once, and Logidex fills in each booking.

• Sending client check-ins

  The Client check-ins page, the Dashboard card and the button on each booking: copy the email into Gmail, send it, mark it done.

• Check-in and Payment steps, and a booking's History

  Two dropdowns on every booked job that replace the spreadsheet: where the client conversation is, whether the balance is paid, and a timeline of every change.

• Balances owed

  Every booking whose check-in went out and whose balance isn't marked paid yet, so you can see who still owes you at a glance.