Projects & shoots
Clients
Clients is where you keep the brands, agencies, and in-house teams you produce work for. It's a lightweight CRM — enough structure to hold a client's contacts and history in one place, without a separate sales tool.
What a client holds
A client record carries the customer's name and details, the named contacts you actually deal with, and the work you've done for them.
A client can have several contacts, each with their own email and phone, so the right person is always one click away.
Linking work to a client
Connecting a project to a client ties the work to the customer it's for. Once linked, the project — and the shoots inside it — appear in that client's history.
A client is optional. Internal work — your studio's own content — can simply have none.
Client history
A client's page gathers everything connected to it: its projects and shoots, its contacts, and any attached documents such as contracts. It's the single place to see the whole relationship.
Key terms
- Client
- The brand, agency, or in-house team the work is for.
- Contact
- A named person at a client, with their own email and phone.
- Client history
- Everything tied to a client: its projects, shoots, contacts, and documents.
Common questions
Do I have to assign a client to every project?
No. A client is optional. Internal work can have none; link one when the work is for an outside brand or agency.
Can a client have more than one contact?
Yes. Add as many contacts as you deal with — each with their own email and phone.
Where do I see everything I've done for a client?
On the client's page, which gathers its projects, shoots, contacts, and documents in one view.