Add and manage clients

A client's card can represent a person, a couple, a family or a company. Under it you add the people involved, such as the bride and groom or a company's assistant.

Add a client

1. Open Clients and select New client.
2. Fill in the details and save. You'll see "Client added."

Or create one from a visitor who introduced themselves in a gallery, from the editor's Client & audience panel.

Edit a client

Open the client and select Edit client.

• Card name: how the client shows in your list.
• Tags: for example "wedding" or "VIP". Press Enter to add each tag. You can then filter the list by tag.
• The place the client found you (for example Instagram or referral), and their city.

You can also change the client's photo (Change photo): from your device (JPG, PNG or WebP, up to 15 MB), from the client's Google account photo, or from one of their galleries.

The client's card

Each client has tabs: Timeline, Conversations, Notes & reminders, Overview, Galleries and Activity. Galleries lists the client's shoots and galleries and lets you create a new gallery for them.

Add people

1. In the client's card, select Add person.
2. Fill in Name, and optionally Email, Phone, Instagram, Telegram and WhatsApp.
3. Choose a Role: Primary contact, Partner / family, Billing or Other.

The primary contact receives gallery emails, and the primary contact can't be removed. A person who signed in to Osvio is marked Has an Osvio account.

You can add a Birthday (the year is optional). Osvio reminds you a week before and on the day.

Merge duplicates

If Osvio finds two cards that look like the same client (the same phone or name), a banner says "Possible duplicates". Select Review, choose which card to keep and confirm Merge. Galleries, people, history and reminders move to the card you keep.

A merge can't be undone

Check the two cards carefully before you confirm.

Delete a client

Select the client and choose to delete it. The card, its people and its reminders leave your list. Galleries stay yours; they're just no longer linked to a client. The same people can become clients again when they open a gallery, but the old card's history won't come back.

Related articles

• Clients: see where each client stands The Clients area keeps your clients, their galleries and shoots together and shows who needs you now: a selection waiting, a gallery expiring or a reminder due.
• Timeline, notes and reminders Follow everything a client has done, log calls and notes, and set reminders so nobody gets forgotten. Includes automatic reminders and how you're notified.