DemoTry anything. Nothing you type is saved. Refresh to start over.
Bates & Co. Back Office
// Private · Bates & Co. Digital

Your clients, all in one place.

This is a demo with made-up clients. Click, type and explore. Nothing is saved.

Keep passwords out of here. Save client logins in Apple Passwords, and have clients change their password when care ends. Card and payment details stay in Square.

New client

Client
Reaching them
Point of contact · who gives feedback & approves

Your contract asks for one person to give feedback and approvals.

Referral
Profile picture
Take a screenshot of their site (Shift + Command + 4 on your Mac) and upload it. It gets shrunk to save space.
Notes

Merge a duplicate

Everything combines into the client you keep: empty fields get filled in, notes are added together, and payments, tasks, revisions and history are all kept. Then the duplicate is removed. Tip: export a backup first if you’re unsure.

Add from file

Reports & taxes