Folders are purely organizational — they don’t affect permissions, billing, or reports. A client can belong to multiple folders when you assign them from the Add client panel or Client Settings.
Create a folder
1
Open the Folders popover
On the Clients page, open the Folders popover and click Add Folder.
2
Name the folder
Enter a Name (for example, Retail Clients).
3
Save
Click Create. The folder appears in the Folders popover, ready to receive clients.
Assign clients to a folder
There are two ways to assign clients:- From the Clients list — select one or more clients to reveal the action bar, click Add to folder, choose a folder in the Move to Folder dialog, and click Confirm. This replaces each selected client’s folder assignment with the one you pick.
- From a client’s settings — the Client folder field is a multi-select, so a single client can belong to several folders at once.
Rename or delete a folder
In the Folders popover, hover a folder row to reveal the Rename and Delete icons.- Rename opens the Edit Folder dialog; change the name and click Save.
- Delete removes the folder. Clients in that folder are not deleted — they’re simply unassigned from it.