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> Use this file to discover available pages before exploring further.
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# Use the client profile

The client profile collects everything about one client: their requests, orders, quotes, invoices, files and your notes about them. It is also where you start new work for the client: a request, a quote or an invoice.

## Work with a client profile

![The client profile. The numbers match the steps below.](https://getzendo.io/wp-content/uploads/2026/11/kb-c3-profile-1.webp =652x574)

1. Open **Clients** and select the client, or click the client's name anywhere in the app.
2. **Overview** shows the client's latest requests, orders, quotes, invoices and files, each in its own box. The other tabs — **Requests**, **Orders**, **Quotes**, **Invoices**, **Files** and **Notes** — each list one kind of thing connected to this client, with a counter.
3. Start new work for the client from the boxes on **Overview**: **+ New Request** in the **Requests** box, **+ New Quote** in the **Quotes** box and **+ New Invoice** in the **Invoices** box.
4. On **Files**, select **Upload file** to put a file in the client's portal.
5. Write your own notes about the client on the **Notes** tab.
6. Select **Message client** to open your direct conversation with the client in **Messages**, outside any request.
7. Select **View as client** to see the portal exactly as this client sees it.

The icons in the header copy a link to the profile, edit the client's details and hide or show the panel on the right. The **⋯** menu holds the client's **Notification log**, which shows the notifications Zendo sent them, and **Delete account**. **Edit profile information**, at the bottom of the panel, changes the client's email, phone number, company, position, country and social links.

## Profile details appear on every request and order

The **Email**, **Phone number**, **Company**, **Position** and **Country** you enter are shown beside every request and order.

The header shows how far the client has got — **Not invited**, **Invited** or **Active** — and, next to it, an icon that tells you whether their email address is verified. Until it is, the client receives no email notifications from Zendo.

## Your notes stay with your team

Clients do not see the **Notes** tab. You can use it for anything your team should know about the client that the client should not read.

## Billing information goes on every quote and invoice

**Billing information** is the name and address printed on the client's quotes and invoices. Your own company details on the same documents come from **Settings › Sales › Payments & documents › Seller details**. See [Set up your documents: numbering, logo, footer and seller details](https://help.getzendo.io/en/article/set-up-your-documents-numbering-logo-footer-and-seller-details-9h73yx/).

## Check what this client sees

Which theme, sidebar, dashboard and onboarding cards a client gets depends on the clients and teams each of them is limited to, and on the services the client bought. To check the result, select **View as client**. See [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/) and [View the portal as a client](https://help.getzendo.io/en/article/view-the-portal-as-a-client-8xh4sc/).

## Related

- [Do things on a client's behalf](https://help.getzendo.io/en/article/do-things-on-a-clients-behalf-19m0eyp/)
- [View the portal as a client](https://help.getzendo.io/en/article/view-the-portal-as-a-client-8xh4sc/)
- [Message clients outside a request](https://help.getzendo.io/en/article/message-clients-outside-a-request-1ixx0ns/)
- [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/)
- [Set up your documents: numbering, logo, footer and seller details](https://help.getzendo.io/en/article/set-up-your-documents-numbering-logo-footer-and-seller-details-9h73yx/)