How to View Client Summary

The Client Summary page provides a complete overview of your client’s details, activities, and insights. This is where you can quickly access important information like contact details, business insights, invoices, tasks, and more.

Step 1: Open the Clients area

• From the left navigation, click Clients.
  
  

• Select the client whose summary you want to view and click on client name.

Step 2: Client Overview (the “Client Summary”)

• Think of this like the single source of truth on every client. Tabs across the top let you switch between Overview, Apps, Notes, Files, Tasks, and Invoices.
  
  

• A Launch App button on the top-right opens the marketing apps dashboard of the specific client.
  
  

Step 3: Read the Business Details section

At the top of the Overview are quick facts about the client:

• Client Status (e.g., Active) – whether the client is active/inactive.
  
  

• Email ID – the primary email on file.
  
  

• Primary Representative – who from your team is assigned
  
  

• Locations & Connections – total locations or brand connections related to the client account.
  
  

• Phone Number and Website when available.
  
  

• Tags – shows if any tags are associated.
  
  

An edit icon (pencil) lets you update core details related to the client.

Step 4: Review Business Insights

This section summarizes performance scores for the specific. You’ll typically see four cards:

• Social Score – overall social presence metric. Each card shows a percentage, a small trend indicator, and a View link that takes you to the social app dashboard for this client.
  
  

• SEO Score – Ranking performance snapshot
  
  

• Review Score – average review rating improvement
  
  

• Profile Score – performance of local listings
  
  
  
  
  

Step 5: Check Risk Overview and Account Details

• Risk Overview shows churn risk. You can see a small gear icon on this card, click it to configure churn criteria for this specific client. (If you don’t have churn criteria specific to any client, then we apply the default churn criteria you have configured in OS.)
  
  

• Account Details summarizes key operational facts:
  
  

• Internal Rating (if your team uses one)
  
  

• Assigned Representatives with a + Add shortcut to assign new reps.
  
  

• Client portal access (Yes/No)
  
  

• Documents count
  
  

• Invoices count
  
  

• All users linked to the client
  
  

• Recent activities below shows a timeline with time stamps (e.g., notes added, credit usage, custom roles created). Use Filters and the Past 30 days dropdown to narrow the feed.

Step 6: Open the Custom Fields view (under Overview)

Switch to the Custom Fields sub-tab inside the Overview to see two panels:

6A. AI Powered Fields

• It groups AI fields by category (e.g., additional info, Finance, names). Click a category to expand it.
  
  

• Each row shows:
  
  

• AI Custom Field Name (e.g., quarterly_revenue)
  
  

• AI Prompt (the question Synup will use to compute/fetch the value, e.g., “what is the revenue for previous quarter?”)
  
  

• Field Type (Text, Number, etc.)
  
  

• Value (the computed value; blank if not yet populated)
  
  

• Use this for automatically updated data about client business (growth, headcount, recent location changes, and similar).

6B. Manual Fields

• Similar category list on the left (e.g., additional info, Finance, Founder Name).
  
  

• Each row shows:
  
  

• Manual Custom Field Name
  
  

• Field Type
  
  

• An input box to enter a value (for Text, Email, Number, etc.)
  
  

• Use this to store additional, team-maintained facts that don’t belong in standard fields.

Step 7: Preview client Branding

• Switch to the Branding sub-tab to preview how Synup components will look for this client.
  
  

• Adjustable options include Primary Color, Background Color, and Base Font (e.g., Poppins).
  
  

• A large Preview panel on the right updates to show how UI elements, cards, and widgets would look using the selected branding.

Note: Synup allows you to set branding at a global level, from client summary you can customize branding settings for a specific client. Here’s more on how to apply branding settings.

Step 8: Explore the Apps tab

• The Apps tab lists marketing apps enabled for this client as cards (e.g., Listings, Reviews, SEO Reporting, Social).
  
  

• Each card typically shows:
  
  

• A short description of what the app does
  
  

• A count of how many clients have this app enabled.
  
  

• Availability info for your plan (e.g., 0/25 Available)
  
  

• An external-link icon to open the app
  
  

• A Remove App link if you need to disable it for the client

Step 9: Capture notes in the Notes tab

• In the notes, you can find an input field labeled Write a note… with a Save button.
  
  

• Saved notes appear in a list with:
  
  

• The author’s name and timestamp
  
  

• The note text (e.g., “Client wants a weekly check-in with marketing head.”)
  
  

Step 10: Manage client files in the Files tab

• Use the Upload file button to add PDFs, images, or docs.
  
  

• A search bar and list/grid toggle help you find files quickly.
  
  

• The Portal column has a toggle to make a file visible in the client portal. Turn it on to instantly share deliverables with your client without sending separate emails.
  
  

• The ⋮ menu on each file gives you View File, Share in client portal, Download, Rename, and Delete.
  

Step 11: Track work from the Tasks tab

• Click Add Activity to create a new task/meeting/call for this client.
  
  

• Filter chips at the top help you focus: To-do, Overdue, Done, Today, Tomorrow, This week, or Select Period for a custom range.
  
  

• The table lists Activity (click the title to open), Date, Internal Note (if any), and Assigned To (avatar). Each row has a ⋮ menu for quick actions.
  
  

Step 12: Review billing in the Invoices tab

• From here, you can see all associated invoices for this client account. Click Add Invoice to create a new invoice for this client.
  
  

• The list shows:
  
  

• Number (e.g., INV-000024; a small shuffle icon may indicate number regeneration where applicable)
  
  

• Amount
  
  

• Invoice Date
  
  

• Due Date
  
  

• Status (e.g., Draft)
  
  

Tips & best practices

• Use the Search bar at the very top of Synup OS to jump directly to any client or artifact.
  
  

• If you rely on health/risk monitoring, click the gear on the Risk Overview card to tune which signals matter most for your agency.
  
  

• Keep Custom Fields tidy: group related AI and manual fields under clear categories so your team can scan them quickly.
  
  

• Add a quick Note whenever you have a client call, those notes auto-build the context on each client that is visible to your whole team.
  
  

That’s it! You now know exactly where to find and how to read every part of the Client Summary.