How to Access Clients
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On the top toolbar, click Clients.
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The Clients page will open, showing existing client entries in chart form (if any).
Two Ways to Add a Client
1. Through the Pop-Up Window
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Click the yellow Add Client button (top right corner).
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Enter Client Details:
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Company Name
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Primary Contact: full name, phone (optional), email (optional)
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Optional: Click Add Contact Person to include additional contacts.
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Optional: Business address
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Optional: Client’s website
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Click Create Client.
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The new client will appear in the Clients chart.
2. Directly in the Chart
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At the bottom of the chart, click Add Client or press Shift + Enter.
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A blank row will appear:
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Enter Client Company Name.
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Enter Primary Contact Details.
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Optional: Add additional information such as email, phone number or website.
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Click the checkmark ✔ to save, or X to cancel.
Note: To add extra details like address and additional contact person, use method 1 and add clients through the pop-up window.
How to Edit or Delete a Client
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Hover over the client row you want to update.
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Click the three-dot menu next to the client’s name.
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Select Edit or Delete.
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Edit a Client:
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Update the details in the pop-up.
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Click Save Changes to confirm.
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Or click Delete Client to remove the client entirely.
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Delete a Client:
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Confirm by clicking Yes, Delete in the pop-up.
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Next Steps
Invite a Client as a producer to a collaborative event on Sho-Soft
Learn about the differences between Self-Produced and Collaborative events