Once a free client is added, their card appears in the Clients section alongside your paid clients. This article covers what the card shows and every action you can take on it.
Viewing the Client's Account
View Client
Click View Client at the bottom of the card, or hover over the card image and click the arrow that appears, to log into the client's account directly, without their credentials. It's useful for seeing what the client is doing or for giving hands-on support.
Client access requires a connected domain: if you haven't connected your own domain or subdomain yet, you'll see "Connect a domain to enable client impersonation" instead of being logged in.
What's on the Client Card
The Client's Details
Each client card shows their name. If they haven't finished onboarding yet, it shows Not Yet Onboarded instead — a sign that you may want to reach out and help them complete it. Below it you'll see the number of locations they've added ("1 location added"), the location's address (which appears automatically once they connect Google, and shows No address until then), and their login email.
Toward the bottom of the card, you'll find the free plan they're subscribed to, marked with the plan's color and a Free label, the note No Stripe billing (free clients have no Stripe subscription), their current status, and Added on with the date they were created.
When Your Client Limit Is Reached
If your Climbo agency plan's client limit has been passed, the card is covered by a Limit Reached overlay ("Upgrade to enable access"). Until you upgrade your own plan, you can't access these clients and they can't log in. The limit is also shown as a Client Limit counter at the top of the Clients page, and trying to add another client shows "Free Plan client limit reached. Upgrade to add more clients".
Hovering over the card reveals the available actions. The management actions described below are visible to Owners and Admins; Staff members see the card and View Client, but not the actions.
Changing the Client's Plan
Change Plan
On the left side of the card, click Change Plan to move the client to a different free plan. A pop-up lets you pick the new plan from a dropdown — only free plans are listed — and asks you to tick "I confirm to change the client's plan." before saving. If you pick the plan they're already on, you'll see "You've selected the same plan the customer already has" and you can't save.
Once saved, the client's features, integrations and limits update immediately to match the new plan. Be deliberate about downgrades: as the dialog warns, features not included in the new plan are removed. Integrations the new plan doesn't allow are disconnected from the client's locations, and a website's custom domain is dropped if the new plan has no website feature.
Changing the Client's Status
Change Status
Also on the left side, Change Status lets you set the client's status to one of four values: Active, Trialing, Unpaid, or Paused. The dropdown marks the current one as "(Current)", and you confirm with a checkbox before saving.
This is useful even for free clients — for example, if you charge them outside Stripe and want to reflect their payment status manually. With Active or Trialing, the client can use the platform normally. With Unpaid or Paused, the client is locked out: the next time they use the platform they land on a page titled Update Your Subscription telling them the account has been deactivated and asking them to contact you. Free clients get no billing portal button there, since there's nothing to pay.
What Trialing Changes
Setting a free client to Trialing doesn't just change a badge: it switches the client's monthly quotas from the plan's Monthly Limits to its Trial Limits. Switching back to Active restores the normal limits. Use it when you want a free client to try the platform on minimal usage allowances.
Other Actions
The Icon Buttons on the Right
On the right side of the card you'll find a few more actions:
- Copy invite link generates a link that logs straight into the client's account, skipping the email and password login. It's handy if a client has lost their password and needs to get in to reset it, or if you want to give a team member access to a client's account without sharing credentials. Like View Client, it needs a connected domain.
- Open on Google Maps opens the client's profile on Google Maps. It stays disabled until an address is available, which happens once Google is connected.
- Send email to client opens a new email addressed to the email on their account.
- Delete client removes the client permanently: their locations and all of their data go with them. You have to tick "I understand that this action cannot be undone" before Delete becomes active. Deleting a client frees up one slot in your client limit.
Finding a Client
Filters
With a long client list, use Filters at the top of the Clients page. The Filter Clients panel lets you narrow by Client name, Subscription status, Email and Plan, and the filters apply to free and paid clients alike.
Which Statuses the Dropdown Offers
Subscription status offers six choices: All, Trialing, Active, Past Due, Unpaid and Paused. Canceled clients and the two short-lived states of a failed first payment are deliberately left out, because filtering on them tells you nothing.
Writing to All of Your Clients at Once
The Campaign Button
Next to Filters, the Campaign button opens the Email Your Clients panel: "Write a message and send it to your clients. It goes out with your logo and your colours, like every other email you send." Use it for announcements, price changes, a new feature — anything you would otherwise send by hand.
Choosing Who Gets It
Send to takes one subscription status, the same six choices as the filter, and the email goes to every client who has it. Right under the dropdown the panel tells you how many that is ("12 clients will receive this email.") and the count follows you as you change your mind. If nobody matches you'll see "No client has this status, so there is nobody to write to." and Send stays disabled.
Writing It
Fill in Sender (who the email comes from), Subject and Message. Each field offers the placeholders it supports: Brand Name in all three, Client Name in the subject and the message, and Login Button in the message, which becomes a button in your brand color that takes the client straight into their platform. A client who hasn't finished onboarding has no name yet, so Client Name simply comes out empty for them.
One Email Per Client
Each client receives exactly one email, at the address the account was registered with — the same address you see on their card. Other users inside that client's business get nothing.
Send Test First
Send Test sits next to Send and mails the same message to your own account address, so you can check the layout, the login button and the footer before anyone else sees it. It asks for no confirmation and needs no recipients, so you can use it while you're still writing. Placeholders are filled with examples, and Client Name becomes "Your Client" rather than a real client's name.
Confirming the Send
Send asks first — "Send to 12 clients?" — with the reminder that "Each client receives one email, at the address they signed up with. An email that has gone out cannot be taken back." Confirm and the panel closes. A refused address doesn't stop the rest: you're told how many didn't make it, with "Sent to 10 clients. 2 could not be delivered - you can see which ones in Settings > Emails > History."
Limits and History
A single send reaches at most 500 clients, and you can send at most three campaigns every five minutes. Every campaign is recorded in the History of Settings > Emails under the name Campaign, failed deliveries and your test emails included. It isn't a template you can prepare in advance: "Written and sent from the Clients page, to the clients you choose."