How do I organize sites by client?

Give each site a client name and the app arranges itself around it.

1. Open the site's Settings tab.
2. In Client, type the client's name exactly as you want it to appear, and save. Use the same spelling on every site that belongs to them.

From then on:

• The home screen groups sites under each client, with your own sites first.
• Shared plans and printouts can carry your name instead of ours: set Sign shared plans as in the same Settings screen. The white-label option is explained in the article on sharing.
• The API returns the client name with every site, so you can build a client dashboard from it.

There is one account per login. A client who wants their own login gets their own account and their own sites; share plans with them by link instead.