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Clients Dashboard

Manage all of your clients in one place.

Updated over 2 weeks ago

The Clients dashboard provides an overview of all of your payers' details in one place.


Clients Dashboard Overview

To access your Clients dashboard, navigate to the Get Paid section of the left-hand panel and select Clients.

You'll see a list of all of your clients and their contact information. If you were invited to Velocity Global Contractor Management by a client, you'll see them listed here automatically.


Search

Click the Search box near the top-right to search across all of your clients.

Action Menu

For additional options, click the three-dot menu icon at the top right to open the action menu:

  • Search: search your Clients dashboard.

  • View archived clients: opens a page of all clients that have been archived.


Client Profiles

Click on a client from your dashboard to navigate to their profile:
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Client Information

The Client information section displays the client's Business name, Name, and Email contact.

Engagements

The Engagements section provides a list of all of your engagements with that client, as well as any Requirements that need to be met in order to be eligible for payments.


Adding a Client

Clients already using Wingspan will send you an invitation, and will appear on your Clients dashboard automatically. You will need to receive an invitation tot he email of your Wingspan account to add additional clients.


For questions about the Clients dashboard, please contact our Support Team.

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