The Client Roster is your historical record of every client who has ever submitted an event request or completed a booking through DJfindr.
Accessing the Roster
Navigate to Calendar & Bookings → Client Roster.
What You'll See
Each entry in your client roster shows:
- Client Name — The name on their DJfindr account.
- Event History — A summary of all events they have booked with you.
- Last Contact Date — When you last exchanged messages.
- Total Spend — The cumulative amount the client has paid you across all bookings.
- Review Left — Whether they have submitted a review after a completed event.
Using the Roster
- Search & Filter — Find a specific client quickly by name or date.
- View Event History — Click into any client record to see all their past and active events with you.
- Contact Client — Initiate a new message directly from their roster profile.
Client Relationship Manager (Platinum)
Platinum subscribers unlock the full Client Relations Manager (CRM) capabilities:
- Add private internal notes to client profiles.
- Tag clients (e.g., "VIP," "Wedding," "Corporate").
- Set follow-up reminders.
- View a client's full timeline of interactions across messages, proposals, and payments.
Tip: Nurturing client relationships leads to repeat bookings. Use the roster to identify past clients who may be planning another event.