# Client CRM

Track client history, notes, tags, and stages in one place.

Category: Workspace
Estimated time: 4 min
Canonical: https://dinaya-lk.vercel.app/docs/guides/dashboard-clients
Markdown: https://dinaya-lk.vercel.app/docs/guides/dashboard-clients.md

## Steps

### 1. Open Clients

Dashboard → Clients lists everyone who has booked. Search by name, phone, or email.

- Navigation hint: Clients
- Visual: mockup:dashboard-clients

### 2. Client profile

Open a client to see booking history, total spend, and contact details.

- Visual: mockup:dashboard-clients

### 3. Notes & tags

Add private notes and tags to organize VIPs, allergies, or preferences.

- Visual: mockup:dashboard-clients

### 4. Pipeline stages

Move clients through stages like New, Active, or Lapsed for follow-up workflows.

- Visual: mockup:dashboard-clients

## Related Guides
- https://dinaya-lk.vercel.app/docs/guides/manage-bookings