Clients

Find a client

Admins & staff

Search your client list, or filter it to the clients who need your attention.

Where:SidebarClients

Select Clients in the sidebar.
Enter a name or email address in Search clients....
To narrow the list, choose from Active Work?, Overdue Tasks? and Needs Review?. If your business has more than one staff member, Assigned to also appears.
Tick Show archived to include archived clients.
Select a client to open them.
To start again, select the Clear all filters icon.

Good to know

Search matches names and email addresses, not phone numbers.
Your search and filters stay on as you move around Hydi, so clear them if the list looks shorter than you expect.

See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
Archive or unarchive a clientHide a client you no longer work with from your list, or bring an archived client back.

Add a client manually

Enter a client's details yourself so you can assign tasks without sending an invitation.

See a client's tasks, documents and forms

Open a client to see their tasks, the files they uploaded and the forms they submitted.

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