Skip to content
HelloClient

Client blacklist

Tag clients with statuses using a custom field and handbook.

  1. Settings → Client fields → ”+ Field”
    • Name: “Client status”
    • Type: “Handbook”
  2. Settings → Handbooks → ”+ Handbook”
    • Name: “Client status”
    • Values: “Blacklist”, “Regular”, “VIP” — any you need
  3. Go back to the created field and link the handbook to it
  4. In the client card, select a status from the dropdown

The status appears in the client table — you can filter by it.

You might be interested in:

Section titled “You might be interested in:”