Understanding the My Clients Page

💡 What It Is

The My Clients page is your built-in client database inside GlassHouse.
It stores contact details, service history, and communication records for your active customers — keeping everything in one organized place.

Think of it as your digital Rolodex for every client who’s already done business with you.

🎯 Why You Want to Use It

Use the My Clients tab to:

Keep track of customer contact info and addresses.
Review historical clients before sending outreach.
Verify who’s already a paying customer before revealing or messaging new leads.
Add new clients manually when needed for service tracking or outreach exclusion.

💡 Pro Tip: My Clients is fully searchable — making it easy to find returning customers or confirm duplicates before you start a new campaign.

⚙️ Page Overview

The My Clients page provides a searchable, filterable list of every client associated with your organization.

Feature / Field	Description
Date Range Filter	Narrow your view by creation or update date (e.g., “This Month,” “Last 12 Months,” “This Year”).
Search Bar	Search by name, email, phone number, or address.
Create Client	Manually add a new client if they’re not yet in the system.
Name	Displays each client’s name (clickable if linked to additional details).
Email / Phone	Contact information with quick-copy icons for easy outreach.
Address	Full property or service address.
Global Rate (⭐)	Internal rating or performance indicator. This can be used for prioritization or review.
Created At	Shows when the client record was added to your system.
Total Clients	Displays the total number of records in your account (bottom-right corner).

✏️ Adding a New Client

If you need to manually add a client (for example, someone who booked through another channel):

Click Create Client.
Fill in the client’s details — name, email, phone, and address.
Save your changes to add them to your database immediately.

💡 Pro Tip: Always check the Search Bar before adding a new client — duplicates can lead to repeated outreach or reporting errors.

📊 Filtering and Sorting

You can sort any column by clicking its header (e.g., sort by newest created date or alphabetical order).
Use the Date Range filters for quick time-based searches like “This Month” or “Last Year.”

💡 Pro Tip: Combine the search bar and date filters to quickly locate recently added or high-value clients.

🙋‍♀️ FAQs

Question	Answer
Can I edit a client’s details after saving?	Yes — click on their name or Edit (if available) to update their information.
Will clients here receive automated messages?	No — these are existing customers, not active leads. Automations target Warm/Hot leads only.
Why do some addresses show ‘undefined’?	This usually means the data wasn’t complete when the client was imported. You can edit to correct it.
Can I delete a client?	Client records can be archived or removed if needed; check with your admin for permissions.
Is this synced with my CRM?	Some accounts connect with CRMs (like HubSpot). If your organization uses integrations, those updates may sync automatically.

🧠 Pro Tips

Keep client data clean — verify email and phone formats.
Use this list to segment outreach (exclude current clients from prospect sends).
Update addresses and service notes regularly for better recordkeeping.
Export or copy client info if needed for invoicing or external follow-up.