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How to create, modify or delete a client file

Manage the full lifecycle of client files in Amenitiz — create a new one with all the personal and company details, edit existing fields, or delete a file that's no longer needed (only possible when no bookings or invoices are linked).

Overview

Client files store the personal details Amenitiz needs to link bookings, send confirmations, and issue invoices — name, email, phone, address, and (for companies) a VAT number. This article covers the full lifecycle: create, modify, and delete.

Step by step

Create a client file

  1. In the sidebar, click Clients. You land on your clients list.

  2. Click Create.

  3. Select the client type — Person or Company — then fill in the required fields.

  4. Click Save.

Modify a client file

  1. In the sidebar, click Clients.

  2. Find the client, click the three-dot menu (⋯), then Details.

  3. Click Edit client account, change the fields you need, then click Save.

Delete a client file

  1. In the sidebar, click Clients.

  2. Find the client, click the three-dot menu (⋯), then Delete.

📌 Note — deletion is restricted

A client file can only be deleted if no bookings or invoices are linked to it. If those exist, the delete option won't go through — you'll need to handle the related records first.

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