What does the Clients page show?

The strip at the top

The strip appears once you have at least 1 client.

• active clients: how many of your clients are set to Active. Paused and ended clients are left out of this count, though they still have rows below.
• monthly retainers: the total of the Monthly retainer amounts you entered in each active client's Client Setup card, in your currency. Pausing or ending a client takes their retainer out of this total. It shows a dash until you set a retainer, and it adds up the numbers you typed; it is not a record of payments received.
• on report autopilot: how many clients have the Report Autopilot box ticked, whatever their status.

Each client row

• Name: the business name, with a line under it giving the tracked search and location, then the date you promoted them, for example plumber in Tampa, FL · client since followed by the date.
• Status: an active client is unmarked. A paused one carries an amber Paused badge after the name and reads · monthly reports paused on the line below, and an ended one carries a grey Ended badge and reads · ended, portal link is off. Both sit on a grey row. See How do I pause or end a client?
• Retainer: shown in green with /mo after it, when you have set one.
• Latest measurement: All checks green means the most recent measurement found no problems. Otherwise you see the number of open problems in red, such as 3 open problems. The Google star rating follows, for example · 4.6★. A client that has not been measured yet shows No measurement yet.
• Report Autopilot: a purple badge, shown when the box is ticked for that client. Reports only reach the client when a client email is saved as well.

When the page is empty

You see No clients yet and an Open the Pipeline button. Open a deal in the Won stage and click Promote To Client to add your first client. See How do I turn a won deal into a client?

Good to know

• Promoting a deal needs Agency Pro or Agency Empire.
• The problems and rating on each row come from that client's most recent measurement. For fresh numbers, open the client and click Measure Now (once a day). See What does Measure Now check, and what is the Evidence Vault?
• To change a client's tracked search, email, retainer, Report Autopilot or status, open the client and use Client Setup. See How do I set a client's tracked search, email, retainer and Report Autopilot?
• Rows stay in the list whatever their status, newest first, so an ended client is still there with their whole history. Nothing on this page deletes a client.