Client management

A Clear Overview of Every Client You Support.

No more scattered spreadsheets or messy inboxes—just an organized, secure space for all your client information. Easily add new clients, track their progress, and keep every note, task, and timeline right at your fingertips.

Features

Tools for Seamless Client Management.

Quenza gives you full control over how you manage your client relationships—from creating and organizing profiles to tracking real-time engagement.

Add Clients in Seconds.

Create client profiles manually or import in bulk to quickly build your client roster.

Archive inactive clients.

Free up seats and reduce your subscription costs by archiving past clients while preserving all their data and history.

Invite Clients to Join Quenza.

end invitations for clients to create free accounts with access to their activities and resources.

Client Overview

A 360° View of Every Client.

Each client profile gives you a complete, real-time timeline—so you can easily see their latest activities, shared notes, assigned tasks, and ongoing programs at a glance.

FAQ

Frequently Asked Questions.

If your question was not answered in our FAQ below,
send us a message and we’ll get back to you!

Absolutely. Quenza supports bulk client import so you can get started quickly and stay organized from day one.

No, archived clients don’t count toward your subscription. You’ll only be billed for clients once they’re active again—meaning you’re only paying for the clients you’re currently working with.

No, you can add as many clients as needed for your practice. Each block of 5 additional clients costs $15/month.

Clients receive an email invitation to set up their free Quenza account. Once onboarded, they can access activities, programs, tasks and notes.

Archiving a client removes them from your active list without deleting their data. You can no longer actively work with them and all running and planned activities and programs will be canceled. You can restore an archived client at any time and pick up where you left off.

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