Add and manage clients

Your client list lives under Clients in the sidebar. Every invoice, appointment, and proposal in Velosiq connects back to a client record.

Add a client

Click New client and fill in the form. Only First name and Last name are required — everything else can be added later:

• Name — prefix (Mr., Dr., …), first, middle, last, suffix (Jr., III, …)
• Business name
• Email — needed later if you want to email invoices, proposals, or reminders to this client
• Cell phone and Business phone — formatted automatically as you type
• Address — start typing and pick from the suggestions; street, city, state, and ZIP fill in for you
• Notes — free-form notes that live on the client's Overview tab
• Status — Lead, Active, or Inactive (defaults to Active)

Tip: Add an email address whenever you can. Sending invoices, proposal links, and automatic payment or appointment reminders all require the client to have an email on file.

Find clients fast

The Clients page has:

• A search box that matches names, emails, and cell phone numbers as you type
• Status tabs — All, Lead, Active, Inactive — to focus the list
• The global search in the top bar also finds clients from anywhere in the app

Edit or delete

Use the row menu (⋯) for View, Edit, or Delete. Deleting a client is permanent, and Velosiq always asks you to confirm first.

Plan limits

Your plan sets how many clients you can have: 20 on Free, 50 on Starter, unlimited on Professional and Business. If you hit the cap, Velosiq lets you know and offers an upgrade path — see Choosing your plan.