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A folder is an organizational bucket that groups clients together. Folders appear in the sidebar and on your dashboard so you can jump straight to a subset of clients without scrolling. Common patterns: grouping by industry (E-commerce, Healthcare), region (North America, EMEA), or team (Account Manager — Jane).
Folders are purely organizational — they don’t affect permissions, billing, or reports. A single client can be assigned to multiple folders if needed.

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Create a folder

1

Open the sidebar

In the Clients sidebar, click New folder.
2

Name the folder

Enter a name (for example, Retail Clients).
3

Save

The folder appears in the sidebar and on your dashboard, ready to receive clients.

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Assign clients to a folder

From the client’s three-dot menu, choose Move to folder and pick the target. You can also drag a client card onto a folder in the sidebar.

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Rename or delete a folder

Click the three-dot menu next to a folder name to Rename or Delete it. Deleting a folder does not delete the clients inside — they return to the main unorganized list.