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Managing Clients

Learn how to manage client relationships as a supplier in the Cicero Marketplace.

Overview​

The Clients section allows you to view and manage relationships with clinics that purchase from you. Build strong relationships through VIP programs, special pricing, and dedicated support.

Accessing Clients​

From Dashboard​

  1. Navigate to Clients in the supplier sidebar
  2. View all connected clinics
  3. Search and filter client list

Client List​

List View​

The client list displays:

  • Clinic Name: Business name
  • Contact: Primary contact person
  • Location: City/region
  • VIP Status: VIP tier if assigned
  • Order History: Recent orders
  • Total Spend: Cumulative purchases

Search and Filter​

Find clients using:

  • Search: By clinic name or contact
  • VIP Filter: Filter by VIP status
  • Activity Filter: Active/inactive clients
  • Sorting: Sort by name, spend, recent order

Client Details​

Viewing Client Profile​

Click a client to see:

  • Clinic Information: Name, contact details
  • Address: Billing and shipping addresses
  • VIP Status: Current VIP tier and benefits
  • Order History: All past orders
  • Contact History: Communications

Client Information​

Clinic Details

  • Business name
  • Business registration
  • Primary contact
  • Email and phone
  • Address

Relationship Status

  • VIP category assignment
  • Contract details (if any)
  • Special pricing arrangements
  • Notes and comments

VIP Client Management​

Assigning VIP Status​

To assign VIP benefits to a client:

  1. Open client details
  2. Navigate to VIP section
  3. Select VIP category
  4. Save changes

VIP Benefits Applied​

Once assigned:

  • Special pricing takes effect
  • Discounts apply automatically
  • Free shipping (if included)
  • Client sees VIP pricing in Marketplace

Learn more about VIP Programs

Order History​

Viewing Client Orders​

From client details:

  • See all orders from this client
  • Filter by date or status
  • View order totals
  • Access order details

Order Analytics​

Track client activity:

  • Order frequency
  • Average order value
  • Total spend
  • Popular products

Communication​

Contacting Clients​

Communication options:

  • Email from platform
  • Phone contact (if available)
  • In-platform messaging (if enabled)

Notes and Comments​

Add internal notes:

  • Relationship notes
  • Special requirements
  • Follow-up reminders
  • Account details

Client Acquisition​

New Clients​

New clients appear when:

  • They purchase from you for the first time
  • You invite them to connect
  • They request VIP pricing

Inviting Clients​

To invite clinics:

  1. Navigate to Clients
  2. Click Invite Client (if available)
  3. Enter clinic details
  4. Send invitation

Analytics and Reporting​

Client Reports​

Available analytics:

  • Top clients by spend
  • Order frequency analysis
  • Client retention rates
  • VIP program effectiveness

Export Client Data​

Export for analysis:

  1. Select clients or use filters
  2. Click Export
  3. Choose format
  4. Download file

Permissions​

Client management requires:

PermissionCapability
View ClientsSee client list and details
Edit ClientsModify client relationships, assign VIP

Best Practices​

Relationship Building​

  • Regular communication
  • Respond promptly to inquiries
  • Offer personalized service
  • Recognize loyal clients

VIP Management​

  • Reward high-value clients
  • Clear VIP tier criteria
  • Review VIP assignments periodically
  • Track VIP program ROI

Data Management​

  • Keep contact info updated
  • Document special arrangements
  • Track relationship history
  • Regular data cleanup

Troubleshooting​

Client Not Appearing​

  • Check if they've placed an order
  • Verify search filters
  • Refresh the page

VIP Not Applying​

  • Verify VIP category assignment
  • Check category is active
  • Ensure client is linked correctly

Communication Issues​

  • Verify contact information
  • Check email deliverability
  • Use alternative contact methods

Next Steps​