Keep a client list

Clients is a lightweight roster for practitioners — names and notes you can attach to plans and cookbooks. PDF exports use the client name on the “Prepared for” line when you pick one.

1. 1

   Add a client

   Open Clients and create a new person. Active seats count toward your plan limit; archived clients don’t.

2. 2

   Assign work

   From a client’s page, attach shared plans or cookbooks so everything for that person lives in one place.

3. 3

   Export for them

   When exporting a branded PDF, choose the client so the cover uses their name.