Client dashboards
A richer per-client financial view, available on Studio and Agency plans.
The client dashboard is a richer view of a single client's activity and financials. It's a paid feature.
- Plan
- StudioAgency
- Role
- OwnerAdminManager
Client dashboards require Studio or Agency. On Free the richer dashboard view is unavailable.
Where to find it
Open a client from Clients to view its detail page.
What you get
On Studio and Agency, the client detail page shows the richer dashboard. On Free, the basic client detail is still available — you just don't get the enhanced view.
Every plan's client page still shows the core financials, including tracked time, invoices, and the amount ready to invoice. See Client balances.
On the Free plan and want the dashboard? Upgrade from Settings → Billing. See Plans & limits.
Client billing defaults
Set a client's currency, payment terms, hourly rate, tax, PO requirement, and billing email once — and have them flow to projects and invoices.
Archive and delete a client
Archive a client to hide it reversibly, or permanently delete one — and understand when deletion is blocked.