In Vinyl, you can manage your client records with flexibility and structure. You can add or remove members, rename clients, assign them to groups, and view all meetings related to them. This guide will walk you through each step.
Adding a Client and Assigning Members
To get started, go to the Client Overview page.
Once you're there:
Use the sort options to browse by client name or client group.
Click the red New Client button in the top right corner.
Enter the client name and click Submit.
You’ll be directed to the client's Members section.
Click Add Member in the top right.
Choose one or more contacts from your list, then click Add.
After members are added, go to the Meetings section. Here, you’ll find all past and upcoming meetings that include those members.
Past meetings link to full summaries.
Upcoming meetings show the meeting title, details, and attendees.
Removing Members from a Client
To remove someone from a client:
Go to the Clients section.
Select the client you want to update.
Open the Members tab.
Hover over the contact's name.
Click the X icon next to their email and confirm the removal.
Adding a Client to a Group
There are two ways to assign a client to a group.
Option 1: From the Group Page
Go to Clients and select Groups next to All Clients.
Choose the group where you want to assign the client.
In the Clients tab, click Assign Client.
Select the client and click Assign Client to confirm.
Option 2: From the Client Page
Click on the client you want to assign.
Go to the Details section.
Under Client Group, select one or more groups to add them to.
Renaming a Client
To rename a client:
Go to the Clients section on the left taskbar (look for the icon with two overlapping people).
Select the client you want to rename.
Open the Details tab.
Update the Client Name field.
Click Save Changes to confirm.
Viewing All Meetings for a Client
To see all past and upcoming meetings:
Go to the Clients section on the left-hand taskbar.
Select the client you want to review.
Click on the Meetings tab.
You’ll find all related meetings sorted by month.
Click a past meeting to view the summary.
Click an upcoming meeting to see the meeting details and attendees.
Managing your clients in Vinyl keeps your meetings, notes, and records organised and up to date across your team.