Client Management

The Clients section is the heart of Dotify: here you can create, organize, and monitor all your clients along with their deadlines and payments. Each client has a complete profile and advanced tools for categorization and consultation.

Complete Profile

For each client, you can fill in a detailed profile with all the information needed for your business:

Field	Description	Required
Name	First and last name of the contact or client name	Yes
Company	Company name	No
Email	Primary email address for communications and notifications	No
Phone	Client phone number	No
VAT Number	Company or professional VAT number	No
Address	Full address with Google Places autocomplete	No

Tip: Always fill in the email field: it is essential for automatically sending deadline notifications to your clients.

Address Autocomplete with Google Places

When entering a client’s address, Dotify uses Google Places integration to offer you real-time suggestions. Just start typing and select the correct address from the proposed list.

The benefits of autocomplete are:

Speed – Fill in the address in just a few seconds.
Accuracy – Data is automatically filled in correctly and completely (street, number, postal code, city, province, country).
Consistency – All addresses follow the same standardized format.

Tags for Categorization

Tags allow you to organize clients according to custom criteria. Each tag consists of a name and a color of your choice, for immediate visual identification.

How to Use Tags

Create custom tags from the Settings section or directly while creating or editing a client.
Assign multiple tags to a single client to classify them across multiple dimensions.
Filter clients by tag in the list view to quickly find the clients you are looking for.
Choose customizable colors for each tag, to distinguish them at a glance.

Tag Usage Examples

Tag	Suggested Color	Usage
E-commerce	Blue	Clients with online stores
Priority	Red	Clients requiring immediate attention
Maintenance	Green	Clients with active maintenance contracts
WordPress	Light Blue	Clients with WordPress websites
New	Yellow	Recently acquired clients

Tip: Define a tag convention early on (for example, by industry, service type, priority) and keep it consistent. This will help enormously as your client base grows.

Deadline and Payment View per Client

From each individual client card, you can access a complete summary view that includes:

Deadline list – All deadlines associated with the client, with current status, date, amount, and service type. You can sort them by date, status, or amount.
Payment history – All payments recorded for the client, with payment method, date, and amount.
Financial summary – Total amounts due, total paid, and total to be collected for the selected client.

This view allows you to have a complete picture of each client’s situation without having to navigate between different sections.

Client Archiving

In Dotify, clients are never permanently deleted. Instead, you can archive them. This approach ensures:

History preservation – All past deadlines, payments, and communications remain accessible.
Data integrity – Financial reports and statistics remain accurate over time.
Reversibility – You can restore an archived client at any time, bringing them back to the active clients list.

Archived clients are not counted toward plan limits and do not appear in main views, but remain always accessible through the “Archived” filter.

Limits per Plan

The maximum number of active (non-archived) clients depends on the subscribed plan:

Plan	Active Clients	Ideal for
Free	2	Trying out Dotify or managing very few clients
Essential	15	Freelancers and small agencies
Plus	Unlimited	Growing agencies with advanced needs
Ultimate	Unlimited	Established agencies with high volumes

Tip: If you have reached your plan’s limit, you can archive clients who are no longer active to free up space without losing any data. Alternatively, consider upgrading to the next plan to increase capacity.