Client Management
Managing clients through setup, launch, and daily operations
What Client Management Means
In Affinity, each client record is the operating home for one business. It holds the business profile, agents, assets, websites, reports, connections, and portal access that support that client account.
This page is the agency-level guide for managing those records well.
What You See in the Client List
The main client list helps you scan the businesses you manage. In most setups you are watching for:
- business name and contact details
- client status
- agent activity
- connection health
- recent changes or activity
Use search and filters when you need to find a specific client or narrow the list by state.
The Client Overview Workspace
When you open a client, you land in the client workspace. This is where most day-to-day work happens.
Common areas include:
- Overview for the main snapshot
- Knowledge Base for client knowledge and uploaded context
- Assets for websites, media, and business assets
- Agents for live and non-live agent setup
- Websites for site management and builder access
- GBP for Google Business Profile work
- Ads for ad-related execution areas
- Connections for integrations such as GHL and Google tools
The exact tab mix can grow over time, but the idea stays the same: one client record acts as the center of operations for that business.
What the Overview Tab Is For
Use the overview area when you need a quick read on the account. It should help you answer questions like:
- Is this client active?
- Are their core connections in place?
- Which primary agent is attached?
- Are there obvious setup gaps?
- What should the next operator do?
This is the page you should check before making deeper changes.
The Overview tab also shows the client's AI image generation policy
(Always allowed / Ask first / Disabled) for Command, and lets you change it —
for example, to switch a client to Always allowed once they've confirmed they
want Command generating images without asking each time. Clients can also
change it themselves from their own portal Settings. This same control (and
the same underlying setting) is also what a restricted user-role team
member sees on their own Overview page — it isn't a separate per-login
setting, so whoever saves last (agency admin, client owner, or team member)
is the value that applies.
Only Always allowed skips the approval step — Ask first and Disabled both require Command to check with the client first. If a client reports "I set it to Disabled but Command still asked me," that's expected today, not a bug.
Agents, Assets, and Connections
Three parts of the client workspace matter the most in practice:
Agents
Use this area to:
- create new agents
- open live agent detail pages
- review status and performance
- confirm the right agent is attached to the right workflow
Assets
Use this area to manage client-owned resources such as:
- websites
- knowledge uploads
- Google Business Profile assets
- media and brand files
Connections
Use this area to connect and maintain the systems that power the client:
- GoHighLevel
- Google tools
- Twilio
- website or domain services
- other supported integrations
If something feels broken elsewhere in the account, check connections early.
Updating a Client
When editing a client:
- Open the client workspace.
- Review the current state first.
- Update the business details, key settings, or assignments.
- Save the change.
- Re-check the downstream areas that depend on that change.
For example, if you change core business info, verify that agents, websites, and connection-dependent workflows still read correctly afterward.
Client Variables and Business Context
Client-specific context powers better agents and better automation. This can include:
- business hours
- service area
- booking rules
- service notes
- greeting or brand language
Keep this information current. Old business context creates weak calls, wrong answers, and confused automation.
Client States
| State | What it means |
|---|---|
| Active | The account is live and should be operating normally. |
| Suspended | Access or automation is paused until the issue is resolved. |
| Archived | The account is out of the normal active workflow but the data is still kept. |
Before you suspend or archive a client, check what will be affected:
- live agents
- websites
- ongoing campaigns
- reporting views
- portal access
Operator Advice
Good client management is mostly about staying ahead of drift. Do not wait for something to break loudly. Review the overview, connections, and key operating areas often enough that small gaps get fixed before they become bigger ones.