Clients: see where each client stands

The Clients area gathers everything about a client in one place: who they are, which galleries they have, what they've done in them and what you planned to do next. It's available on every plan.

How clients get into the list

• You add them yourself with New client.
• Or you just send a gallery. When someone opens it and introduces themselves, you'll see them in the editor's Client & audience panel, where you can create a client from them or link them to an existing one.

Until you have any, the page says "Your clients will appear here".

Where each client stands

Each client has a stage that Osvio works out by itself from what has happened in their most recent gallery. You don't set it:

Stage	What it means
No gallery	The client has no gallery yet.
Not opened	They have a gallery but haven't opened it: you haven't shared it yet, or you shared it and they haven't looked.
Viewing	They have opened the gallery.
Selecting	They have liked at least one photo.
Selection ready	They've sent their selection and are waiting for you.
Delivered	They've downloaded their photos, or kept the gallery in the Memory Vault.
Quiet	Nothing has happened with this client for 90 days. A selection that is waiting for you stays Selection ready.

When a client has done several of these, the furthest one counts: keeping a gallery in the vault, then downloading, then sending a selection, then liking photos, then opening it.

Next to the stage, the list can show Expires in a number of days, or Expired, for the client's latest gallery.

What needs you

A Needs you panel at the top lists how many selections are ready, how many galleries are expiring and how many reminders are due. On each client, Next steps suggests the next move, for example "Review the selection", "Share the gallery" or "Check in with the client".

Clients and shoots

The page has two views, Clients and Shoots. Shoots are the work you do for a client, such as a wedding or a session. See Shoots and the calendar.

Clients and your Inbox

On a client's card, the Conversations tab shows messages with that client from any connected channel, and Message starts one. See Inbox & automations.

Related articles

• Add and manage clients Add a client, add the people on their card, set a primary contact, merge duplicates and delete a client, with what happens to their galleries.
• 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.
• Shoots and the calendar Record a shoot for a client with its date, price and status, create its gallery, and see all your shoots as a list or on a calendar.