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Client Types

Client types let you sort clients into categories that matter to your business, such as Residential, Commercial or Property Manager. You pick a type on each client record.

Find them at Account Settings → Client Types.

New accounts start with Residential, Commercial, Property Manager and Builder / GC. Rename, recolor or deactivate them to match how you split your customers.

Adding a client type, with the code filled in automatically from the label

Fields​

  • Label: the name shown on the client record, such as "Residential".
  • Code: the type's internal ID. It fills in automatically as you type the label, in lowercase with underscores (residential). Safe to change. See Changing a code.
  • Description: optional. Use it to spell out who belongs in this category, so everyone assigns types consistently.
  • Color: the color of the type's badge.
  • Sort Order: the position in the type dropdown. Lower numbers come first.
  • Active: inactive types no longer appear when choosing a type for a client.

Click Add New to create a type. Double-click a row to edit it.

Changing a code​

Workflow automations that trigger on Client Type Change, such as sending a welcome sequence when a client becomes "Commercial", match a type by its code. When you change a code, those automations are updated to the new code automatically, so they keep working.

Deactivating vs. deleting​

Deactivating hides a type from the dropdown for new selections. Clients that already have that type keep it.

Deleting removes the type permanently. You can't delete a type while any client is using it. You'll see a message asking you to remove it from those clients first. Only account administrators can delete.

Tips​

  • Keep the list short, usually three to five types. Once it grows much longer, people pick a type at random and the category stops meaning anything.
  • Decide on your types before you add many clients. Changing your categories later means updating each client's type by hand.