Client Database
Your private CRM on the Clients page (/client-database).
Overview
All clients you've worked with, in one place.
Client List
Automatic Addition
- Clients added when you accept bookings
- Details learned from booking information
- Updated as you work together
Manual Addition
- Click "Add Client"
- Enter company name and details
- Useful for offline clients
Client Intelligence
Bookr learns from your bookings:
- Company names - Client organizations
- Project names - Common projects
- Contact info - Email and phone
- Payment history - Total earnings
- Booking frequency - How often they book you
Auto-Suggestions
- Future invoices suggest learned info
- Consistent naming across invoices
- Faster invoice creation
Client Details
Click any client to see:
- Company information
- Contact details
- Total earnings
- Booking history
- Outstanding invoices
- Payment status
Private Notes
Add notes about:
- Payment terms
- Preferences
- Key contacts
- Project requirements
- Communication style
Notes are private - Only you can see them.
Booking History
For each client:
- All past bookings
- Upcoming bookings
- Total days worked
- Average day rate
- Cancellation history
Invoice Tracking
See per client:
- Invoices sent
- Invoices paid
- Outstanding balance
- Payment timeline
- Overdue amounts
Export Data
Download client data:
- Client list CSV
- Earnings by client
- Booking history
- Invoice summary
Useful for:
- Tax preparation
- Portfolio updates
- Annual reviews
Tips
- Add notes after projects - Capture fresh details
- Track payment terms - Know their usual Net 30, etc.
- Update contacts - Keep emails current
- Review quarterly - Identify top clients
- Use for proposals - Reference past work together