The Client module is the place to store your client/customer information. Many of the other modules in the system relate to and depend on the Client module. For example if you want to prepare a quote or invoice you must have an existing entry in the Client module for that particular customer. You should try and enter every client you have into your Blink account, add notes and tasks, and slowly build a history over time. The benefits of doing this are:


  • you have a single place that you, and your other Blink users, can store client information
  • you can quickly search and find a client no matter how long ago you did work for them
  • you can store unlimited notes attached to your client
  • you can "archive" important email conversations against that client
  • you can view all the appointments you have had with that client
  • you can view all invoices and work you have done for that client
  • you can build a history of the client that will be useful for your business, particularly future marketing and communications
  • if you ever decide to sell your business having a customer database and history will increase your sale price

The Client module is accessed by clicking the People > Clients button in the top menu bar.


There are two main options in the menu:


Add Client allows you to create a new client record and save them into your Blink account.


Search Clients allows you to search through your existing clients and open, edit and view them.  There is a search panel on the top part of the screen that allows you to enter search variables and click the search button displaying your results. From here you can click on a client to open the record in a new tab.


The client screen consists of the following tabs:


Client Details tab (shown above) stores the contact details of the company/organisation and the personal details of the main contact person at the company. The LinkedIn icon will allow you to do a quick search for that person on LinkedIn. The yellow mail icon if clicked will open your local email and prepare and a new email to that contact. 


Address tab allows you to store a street and mailing address. If you have the Same as street  box ticked then the address in the street address fields will be automatically copied across to the mailing address fields. 


Contacts tab is where you can enter multiple contacts for this client. This is useful when you may know numerous people at the particular company. To enter a new contact in this client just click the Create Contact button in the top tool bar on the form. 


Invoicing Details tab is where information about how this client should be invoiced is stored. To learn more about how to set up a client for Invoicing read the article: How To: Setup a Client for Invoicing


Tasks tab shows any tasks that relate to the client. You can create a task related to this client by clicking the Create Task button on the top of the form.


Time Tracker tab is where any time logged against this client is displayed. 


Map shows a Google map of the street address of the client.


Appointments tab shows appointments in the calendar that relate to this client. You can open an appointment by double clicking on the appointment or right clicking and selecting View from the menu that appears. Note, you enter appointments by clicking directly on the calendar.


Notes tab shows notes that are related to this client. This is a good place to store "file notes" or "contact notes" relating to this client. For example, if you have a business meeting or a phone discussion you may want to store a short note about the discussion, it can also serve as a reminder for future meetings. To add a note to an enquiry click on the Create Note button on the top of the form.


Emails tab shows any emails you have archived against this client. To learn more about how to archive emails read the article How to: Archive Emails to Blink