Cliently Guide
Cliently helps you manage clients, terms, notes, activity, finances, and QR payments in one simple workspace. This guide will help you get started quickly.
Create your first client
Start by adding your first client. Save their contact details, tags, optional pricing, and a short note about your relationship or next step.
See what matters today
The overview screen highlights what matters today, what is coming tomorrow, what is overdue, and which clients need attention. It helps you start your workday with clarity.
Keep all client information together
Every client profile can contain contacts, notes, terms, activity history, payment totals, and the full client context. Everything stays organized in one place.
Manage terms and next steps
Terms help you track meetings, promised actions, reminders, and deadlines. Cliently highlights overdue and upcoming items automatically.
Plan your meetings visually
The calendar gives you a daily overview of terms and activities. Select any date to see scheduled items for that day.
Keep important context
Use notes for decisions, summaries and important information. Activity history helps you remember what happened and when.
Keep payments close at hand
On iPhone, you can add your account number and IBAN in Settings and generate a payment QR code in seconds. For each client, you can also track pricing per service, received payments, and total paid amounts.
Your data stays in your Apple ecosystem
When iCloud is enabled, your data can sync between devices connected to the same Apple ID.
Need help?
If something is unclear or not working correctly, feel free to contact us anytime.