FoxCLM

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Adding Clients ​

Add a single client ​

  1. Go to Clients in the sidebar.
  2. Click + New Client.
  3. Enter first and last name (the only required fields).
  4. Optionally fill in email, phone, age, and pick a colour.
  5. Click Save.

The client appears in the list immediately and is searchable.

Edit a client ​

Click any client row to open the edit modal. You can change any field, upload a photo, add addresses, and fill in custom fields.

Upload a photo ​

In the edit modal, click the photo placeholder. Supported formats are JPG and PNG, up to 2 MB. The photo is cropped square and shown alongside the client's name across the app.

Remove a photo by clicking the trash icon on the current image.

Addresses ​

Clients can have multiple addresses (home, billing, etc.). In the edit modal, scroll to the Addresses section and click + Add Address. Address autocomplete helps you pick a validated address.

Addresses are used on invoices and can be linked to sessions (for home visits).

Colour tags ​

Each client has a colour. The colour appears:

  • Next to the client's name in the sidebar and lists
  • As a dot on sessions they attend (in the calendar)
  • On invoice rows that reference them

Pick colours that help you scan a busy calendar quickly - e.g. group by age range or service type.

Status ​

Pick from your configured client statuses (default: Lead, Active, Inactive, Churned). Changing a status can fire workflow actions if you've set them up - for example, moving a client to Active could send a welcome email automatically.

Newsletter opt-in ​

A simple checkbox. It doesn't send emails on its own; it's a flag you can filter by when composing announcements or broadcasts.

Soft delete and restore ​

Deleting a client doesn't remove their data - it hides them. Past sessions, invoices, and payroll records remain intact with their historical client link.

To see deleted clients, toggle Show deleted on the Clients page. Click the restore icon on any deleted row to bring them back.

Bulk actions ​

FoxCLM does not currently support bulk CSV import or mass-edit of clients through the UI. For large imports, use the REST API - see Webhooks & API for authentication details.

Next steps ​

FoxCLM Documentation