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Clients

Your CRM · everyone who has booked you on The Atrium.

Partner
Account Schedule CRM Campaigns Forms Assistant Metrics Referrals Invoices

For Atrium partners

This is your client CRM. It opens once you are listed as a service provider on The Atrium. List a service to start building your roster.

Go to your partner account
Clients0on your roster
Bookings0paid sessions
Revenue$0lifetime, gross

Booking funnel

Every Book-now click on your page is a lead. This shows how far people get through your booking steps. The biggest drop is where to focus.

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Recent booking activity

LeadServiceGot toWhen

No booking activity yet. It starts counting the moment someone clicks Book now on your page.

Client roster

Name Email Bookings Total spent Last booking

No clients match your search.

No bookings yet. Your roster fills as clients pay and lock a session with you.

Built from your paid bookings on The Atrium. You can read only your own clients (provider read policy).

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Client

Email—
Phone—
Bookings0
Total spent$0
Last booking—

Booking history