Managing Clients (Our Clients) in TimeFlow

Before you start

You need reception or clients permission.

Finding this in the UI

• Left sidebar → Our Clients opens the page directly.
• From the Reception hub (Dashboard → Reception, reachable via the sidebar's Dashboard item or the footer's Reception link), the Quick Actions section has a View button under "Our Clients."
• The header and footer don't link here directly beyond the Reception hub route above.

Viewing clients

Go to Our Clients (/dashboard/reception/our-clients). By default the table lists all clients, with a Search Clients box to filter by name, email, or phone number. Flip the Show Insurance Clients Only switch (top right) to filter the table down to insurance companies only. Columns shown: Name, Email, Phone Number, Alternative Phone, Address, VAT Reg. Number, Created At, and an edit action.

Adding a client

• Click Create Client (top left).
• Fill in the form:
  • Client Name (required)
  • Email
  • Phone Number (required)
  • Alternative Phone Number
  • Address (two lines max)
  • VAT Registration Number
  • Accept SMS notifications and Accept WhatsApp notifications — both checked by default; uncheck either if the client opts out.
• Click Create Client to save (or Clear to reset the form). They'll now be selectable from the "Select existing" client search when booking a job card.

Adding an insurance company

• Click Insurance Company (next to Create Client).
• Fill in:
  • Insurance Company Name (required)
  • Email
  • Phone Number
  • Alternative Phone Number
  • Address (two lines max)
  • VAT Registration Number
• Click Create Insurance to save (or Clear to reset the form) — it will now show up when selecting an existing insurance company on the job card booking form or Insurance Claims.

Editing a client or insurance company

Click a row in the table to open its edit dialog (Edit Client or Edit Insurance Company), update the fields, and save.

Related

• Client and insurance details you save here are what pre-fill when booking a job card (see the Booking a Job Card guide) and when tracking Insurance Claims.