Clients

Clients is your address book. It fills itself: when someone books a session, sends an enquiry, signs a contract or gets an invoice, Nipcy adds them here, or links it to them if they're already on the list. Open it from the top menu (or the menu button on a phone).

Your client list

• Search by name, email, phone…: start typing to find someone.
• Filter with All, Clients or Vendors.
• Sort with Sort: Name, Sort: Total Spent or Sort: Sessions.
• Each row shows the contact, their tags, how much they have spent with you and how many sessions they have booked. On a phone, tags and sessions are hidden to fit the screen. Open the client to see them.

Tap a client to open their page.

Add a client yourself

1. Tap + Add Client.
2. Fill in First Name (required), Last Name, Email, Phone, Address, City, State and ZIP.
3. Choose How did they find you?: Social Media, Google, Word of Mouth, Referral, Instagram or Other.
4. Add Tags to group people, like wedding or repeat-client. Press Enter or type a comma after each one.
5. Tick This is a vendor (not a client) for planners, venues and other businesses you work with.
6. Tap Save Contact.

A client's page

At the top you see their Total Revenue, number of Sessions, and Since (when they first came to you). Delete removes the contact. This can't be undone.

Below is a list of rows. Each one opens a panel:

• Details → Edit: change their name, email, phone, address and tags.
• Sessions → View: sessions they have booked and enquiries they sent that didn't become a booking.
• Dates to reach out → Manage: birthdays, anniversaries, the date they got engaged. See below.
• Notes → Open: private notes only you can see. Type one and tap Add note, or delete old ones.
• Invoices → View, Contracts → View and Questionnaires → View: everything you have sent them, with each one's status.

You can't send anything from a client's page. Use Create one, Go to contracts or Go to questionnaires to jump to the right page.

Dates to reach out

Remembering a client's anniversary is how you book them again.

1. Open the client and tap Manage next to Dates to reach out.
2. Enter What is it (for example Wedding anniversary) and the Date.
3. Choose Remind me: 1 week before, 2 weeks before, 1 month before or 2 months before.
4. Tick Every year if it comes round annually.
5. Tap Add date.

Nipcy puts a reminder in your notification bell before each date.

Seasonal reminders

At the top of the client list, open Seasonal reminders. These are for your busy seasons, not for one client: a nudge before Christmas minis, say, so you open bookings in time.

1. Type the Season (for example Christmas minis).
2. Pick When it starts (month and day).
3. Choose Remind me: 2 weeks, 1 month, 2 months or 3 months before.
4. Tap Add season. It comes round every year. Tap Remove to delete one.

Export your list

Tap Export CSV to download your whole list as a spreadsheet file. It opens in Excel, Numbers or Google Sheets.

Good to know

• Nipcy also reminds you about past clients: around the anniversary of a session, and before the anniversary of a contract's event date. These appear in your notification bell.
• Questionnaires sent from the Questionnaires page don't show on a client's page. Read the answers on Questionnaires.
• Clients don't need an account. They never sign up or log in to Nipcy. They just open the links you send.