Clients

Reference

Clients

Keep the bookings, purchases, and session notes for each person you work with together in one client record.

Clients keeps each person’s bookings, offers, and notes together. Open a client’s record before a session to remind yourself what they bought, what you have already completed, and what you agreed to do next.

Pineway adds client records through bookings, purchases, or when you add someone yourself. Adding a client and inviting them to their portal are separate choices, so you can bring over existing context before sending an invitation.

How someone becomes a client

When someone books an offer, Pineway adds their client record with the confirmed booking attached. Share an offer link when they are ready to book; they can enter their name and email at checkout without creating a Pineway account first.

If you already work with someone, use Add client to enter their details, select their current offer, and optionally import existing notes. Their record appears when you add them, whether you choose to invite them now or later.

Both routes keep the person’s bookings, offers, and notes in one client record. See Add a client for both routes and how to send an invitation afterwards.

What a client record holds

Select a client from the list to open their record. The record is organized into four tabs:

  • Summary shows when they joined, how many sessions are complete, what they have paid, and their next scheduled session.
  • Bookings shows every session they booked with you. Sessions are grouped under their offer and include their current status.
  • Offers shows each offer they bought and their progress through its sessions.
  • Notes brings together personal notes and recorded session context. Use All, Private, and Shared to find the content you need. Inside a note, you can also review summaries, prepare follow-ups, and track action items, so what you agreed in a session becomes a recap your client can read and next steps you can track.

Find the client you need

The client list stays on the left while a record is open. This lets you review several clients without returning to the previous screen.

  • Use Search by name or email to narrow the list. Your current record stays open until you select a different client.
  • Use Sort by to show Newest or Oldest clients first. This uses the date they joined your client list, not the date of their latest activity.

Know the limits

You cannot delete or archive a client. Once you add someone, or they book or buy an offer, their record stays in your client list.

Starter, Core, and Pro include unlimited clients. You can compare the other plan features on Plans.

To review upcoming sessions across every client, open Bookings. A client record only shows the bookings for that person.

Related

Add a client

Let a booking add someone, or add them yourself with existing context and choose when to invite them.

Review a client

Read the Summary, Bookings, and Offers tabs, and know what each figure counts.

Write client notes

Keep private notes for yourself, share notes with a client, and tie a note to a session.

Import client notes

Bring earlier session notes into a client record and keep them private until you choose to share them.

Manage action items and follow-ups

Track the next steps you agreed in a session and send your client a follow-up.