How to Create and Manage Clients

Creating a New Client

If you have not created a client before, start with our Creating Your First Client guide, which walks through the basics and explains what each field does.

To add another client to your account:

1. Navigate to the Clients section in the sidebar and click New Client, or use the Create a Client quick action on your dashboard.

2. Enter the brand or company name, add a description of the brand, and upload a logo if you have one.

3. Click Create Client to save. The new client will appear in your Clients grid immediately.

You can create as many clients as you need. There is no limit on the number of clients per account.

Editing Client Details

Client information can be updated at any time:

1. Open the client from the Clients page by clicking its card.

2. Click Edit to modify the client name, description, or logo.

3. Make your changes and click Save.

Changes take effect immediately. Editing a client does not affect any existing products or video requests under that client. Previously submitted video requests retain the information that was active at the time they were created.

Update your client description when the brand evolves. Our creative team references this information when producing video content, so keeping it current leads to more accurate results.

Deleting a Client

Deleting a client is a permanent action. Before proceeding, understand what will be removed.

1. Open the client detail page and click Delete.

2. A confirmation dialog will appear. Read the warning carefully before confirming.

What gets deleted: Removing a client permanently deletes all products, video requests, and delivered videos associated with that client. This cannot be undone. If you need to keep any of that content, download or export it before deleting the client.

If you only need to rename or reorganize a brand, use the edit function instead of deleting and recreating the client.

Organizing Multiple Clients

Each client represents one brand or company. For agencies and marketing teams managing several brands, a few practices help keep things organized:

Use consistent naming. Adopt a naming convention that works at scale. Official brand names are the simplest approach, but you might add prefixes or identifiers if you manage many similar brands.

Keep descriptions current. The client description provides context to our creative team. When a brand pivots or launches new product lines, update the description to reflect those changes.

Switch between clients by navigating to the Clients section and clicking the client you want to work with. Products and video requests are always scoped to a specific client, so there is no risk of mixing content between brands.

Review inactive clients periodically. If a brand relationship ends, you can delete the client to keep your account clean. Just remember that deletion is permanent and removes all associated data.

Once your client is set up, the next step is adding products. See How to Add and Edit Products for the complete guide to managing products under a client.