Clients

preroll.io organizes all your work around clients. Each client represents a person or company you produce podcasts for. Clients own shows, and shows contain episodes — this hierarchy keeps everything cleanly separated.

Creating a Client

To create a new client:

1. Navigate to Clients in the sidebar
2. Click New Client
3. Fill in the client profile (name is required, everything else is optional)
4. Click Create

The client is immediately available and you can start creating shows for them.

Client Profile

Each client has a rich profile with multiple sections:

Contact Information

Service Terms

Document the business relationship directly on the client record:

• Service type — Retainer, per-episode, package deal
• Rate/pricing — What you charge this client
• Billing frequency — Weekly, monthly, per-episode
• Contract dates — Start and end dates for the engagement
• Notes — Free-form field for any additional terms

Notes

A rich-text notes field for anything else you need to track about the client — preferences, communication style, special requirements, or internal reminders.

Meeting Notes

Each client has a dedicated meeting notes section for tracking conversations:

• Add timestamped meeting notes with a title and body
• Notes are displayed chronologically
• Use these to document feedback sessions, planning calls, or scope changes
• Searchable across all clients

Portal Access

Each client can be granted access to their own Client Portal where they can:

• Review and approve deliverables
• Leave timestamped comments on episodes
• View their activity feed
• See episode progress

Portal access is configured per-client:

1. Open the client's profile
2. Click Portal Access
3. Enter the client's email address
4. preroll.io sends a magic-link invitation

The client authenticates via magic link (no password needed) and sees only their own shows and episodes.

Multi-Client Management

Client List View

The clients list shows all your clients with:

• Client name and company
• Number of active shows
• Number of in-progress episodes
• Last activity date

Filtering and Search

• Search — Filter clients by name or company
• Sort — By name, creation date, or last activity
• Status — Filter by active/archived clients

Archiving Clients

When a client engagement ends, archive the client rather than deleting:

• Archived clients are hidden from the default list view
• All historical data (shows, episodes, deliverables) is preserved
• Archived clients can be restored at any time
• Shows under archived clients won't appear in the Kanban board or calendar

Plan Limits

When you reach your plan's client limit, you'll see an upgrade prompt. During your 7-day trial, you have Studio-level access (unlimited clients).

Best Practices

• Use descriptive names — If you have multiple contacts at the same company, include their role or show name
• Keep service terms updated — This helps when it's time to invoice or renegotiate
• Add meeting notes immediately — Document decisions while they're fresh
• Set up portal access early — Clients appreciate being able to check progress on their own