Use Client Configuration to organize your clients into custom categories and groups for smarter management and faster access.
Why use it?
Stay organized – Group and categorize clients by type, status, or project
Quick search & filters – Instantly find what you need
Custom setup – Name, color-code, and sort your data your way
Categorize Clients
How to Create & Use Categories
1. Open Client Settings
Log in to Agency Handy
Go to the Clients tab
Click Configuration
2. Create a Category
Click Create Category
Fill in:
Name (e.g., “VIP Clients”)
Short Description
Color for easy identification
Click Create
3. Assign Clients to Categories
In the Clients tab, click Edit on a client
Select a Category from the dropdown
Save changes
4. Filter by Category
Use the filter menu to view clients in a specific category
Group Clients Together
Create and manage client groups to organize clients by campaigns, teams, or any custom grouping.
How to Create & Use Groups
1. Create a Group
Go to the Clients tab
Click Groups → Create Group
Enter a Group Name
Click Save
2. Assign Clients to a Group
From the client list, click Edit on a client
Choose a Group from the group dropdown
Save changes
3. Sort Client Groups
In the Groups section, use Sort Options to organize groups:
A–Z
Z–A
Created At (Newest/Oldest)
Best Practices
Use clear, descriptive names for both categories and groups
Keep groups updated as projects or teams change
Combine categories for status and groups for collaboration
Use colors and sorting to navigate faster