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Clients are the heart of ClientPlug. Each client record ties together their billing, ad campaigns, and tasks in one place.

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Adding a client

Click + Add Client on the dashboard (or add clients during the setup wizard). You’ll fill in:
How you’ll recognize this client on your dashboard. This is the only required field to get started.
The service you provide them. Choose from:
  • Lead Generation
  • E-Commerce
  • SEO
  • Paid Advertising
  • Social Media Management
This appears in the Type column and helps you filter and scan your roster.
What the client sells. Shown on the client row so you have context at a glance.
If Stripe is connected, select the client’s Stripe subscription from the searchable dropdown — payments and revenue then sync automatically. If you’re not using Stripe for this client, enter their monthly revenue and payment status manually instead. See Payments & revenue.
Attach the client’s Meta and/or Google ad accounts so ClientPlug can pull campaign performance. See Campaigns.

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Editing a client

Click a client’s edit action to change any of their details — name, type, product, revenue, linked subscription, or attached ad accounts. Changes save immediately and the dashboard updates.

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Add-on revenue

A client’s monthly revenue has two parts:
  1. The Stripe subscription amount (synced automatically when linked), and
  2. Add-on revenue — any extra recurring charges you bill outside of that subscription (retainers, management fees, etc.) that you enter manually.
ClientPlug adds these together to get the client’s total monthly revenue, which rolls up into your MRR.

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Removing a client

Deleting a client removes them from your dashboard and frees up a slot against your plan limit. Client records are soft-deleted, so the action is reversible by contacting support if needed — but campaign and task data tied to the client is hidden once removed.
Removing a client does not cancel their Stripe subscription or touch your Stripe account in any way. ClientPlug only reads payment data — it never charges or modifies your clients’ billing.

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Plan limits

The number of clients you can add depends on your plan: 1 on Free, 5 on Starter, and unlimited on Agency. When you reach your limit, ClientPlug prompts you to upgrade. See Plans & pricing.