Working with Clients · Article 4.6
Multiple clients and studio setups: scaling beyond solo freelance
One Clozo account holds unlimited clients and unlimited proposals; if you trade under multiple brands or run a studio, the data model accommodates that with a few caveats.
Clozo's data model is built around the solo freelancer — one human, one tax regime, one IBAN. The vast majority of users fit. If you do too, skip this article and use the defaults. If you trade under multiple brands, run a small studio, or share a client list with a partner, this article maps the data-model edges and what's possible vs. coming-later.
Step by step
For the standard case
(one freelancer, many clients): no setup needed. Just keep adding clients in
/clients/newas they come.If you're hitting the proposal quota
: upgrade plan in
/billing. Pro is €12/month with 5 proposals; Unlimited is €22/month with no cap. Quota resets on the first of each calendar month UTC.For two trading identities
: register a second Clozo account with a different email. Profile and brand are per-account; you can run them side-by-side in different browsers.
For studio collaboration
: today, one designated freelancer holds the account. Watch the changelog (article 13.x) for team-account support — we're shipping it 2026 H2.
Why this works this way
The simplest case: you, one trading identity, many clients. The User model holds your identity, tax regime, IBAN, and Stripe Connect account. Each Client row has a user foreign key — clients are owned by exactly one freelancer. You can have 5 clients or 500; the only ceiling on the Free plan is 2 proposals per month, on Pro it's 5 per month, on Unlimited there's no cap (PLAN_QUOTAS = {'free': 2, 'pro': 5, 'unlimited': None}).
Trading under multiple brands doesn't fit the one-account model. If you sometimes invoice as "Alex Photography" (your personal name) and sometimes as "Frame Studio" (your brand), you have one tax registration and one IBAN — but two logos and two preferred brand voices. Today the recommended approach is two Clozo accounts (one freelancer, one studio email), each with its own profile. We're tracking demand for "brand switcher within one account" — file via support if it'd matter to you.
Studios with multiple freelancers (two designers under one studio brand, sharing a client list) similarly don't fit cleanly today. The team-account model is on the roadmap but not yet shipped. Workaround: pick one designated freelancer to hold the Clozo account and have the others contribute via email/messaging; or one Clozo account per freelancer plus an external CRM to dedupe.
What does work well today: one freelancer, many clients, many proposals per client over time, multiple proposals concurrently in different statuses. Clozo's dashboard handles thousands of clients and proposals without performance degradation; the dashboard list paginates 100 at a time, and per-client filter views reduce noise.
Troubleshooting
Keep reading
Configuration
Profile fundamentals: the six fields every invoice needs
Six fields turn a blank account into one Clozo can build legal invoices from — name, country, language, currency, tax regime, and address. Three are required to send anything at all.
Working with Clients
Adding a client: the four fields that matter
Name, email, country, and the B2B/B2C flag — those four fields turn an empty client record into one Clozo can build legally correct invoices from.
Quick Start
Send your first proposal
From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.