Articles on: Clients & communication

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

Open Clients and select the client, or click the client's name anywhere in the app.
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.
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.
On Files, select Upload file to put a file in the client's portal.
Write your own notes about the client on the Notes tab.
Select Message client to open your direct conversation with the client in Messages, outside any request.
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.

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 and View the portal as a client.

Updated on: 09/11/2026

Was this article helpful?