Managing Client Profiles

Keep detailed records of all your client information

5 min. Updated 2026-08-26.

Client Profile Overview

Each client has a detailed profile containing contact information, project history, and communication logs.

  1. Navigate to Clients

    Click 'Clients' in the sidebar to view all your clients.

  2. View client details

    Click on any client to open their full profile.

  3. Edit information

    Click 'Edit' to update contact details, company info, or notes.

Tips

  • Keep client notes updated after every interaction
  • Use tags to categorize clients by industry or project type

Using Phone Contacts on Mobile

In the mobile Phone workspace, Contacts gives you a compact directory and a dedicated contact card for quick follow-up.

  1. Open Phone Contacts

    Open Phone, then select Contacts in the bottom menu.

  2. Choose a contact

    Tap a contact to open their card. Their phone number stays visible in the directory and on the card.

  3. Get in touch

    Use Call to dial in SupaBook, Message to start a business SMS, or Email to open your mail composer.

  4. Review and manage

    Check Latest Activity, then select More to edit the contact or manage organization contacts.

Tips

  • A contact needs a phone number or email address before its matching action is available
  • Calls and messages keep you in the Phone workspace

Browse more Client Management help articles or return to the SupaBook Help Center.

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