From the Clients Dashboard, click on the client whose profile you'd like to view. Once in the profile you'll see an overview of that client and different ways you can interact with them through Tispr.
A - Chat
Start a new chat message, or go to an existing chat thread, with this client.
B - Edit
Edit your client's information.
C - Menu
Offer a variety of options. You can create invoices, contracts, or projects with this client while also being able to edit and delete their profile.
D - Tool Widgets
Handy widgets are conveniently placed in your client's profile so you can easily get an overview of your work with them. Scroll down the page to get a full view of all your widgets.
E - Side Navigation
While the widgets show you the most recent items you've worked on with this client, the items in the side navigation give you a complete overview of all the projects, invoices, contracts, and files that have ever been shared. You can also create new projects, invoices, files, and contracts by visiting each page.