Clients
A client in Pocper is one of the people or organizations you serve — a patient, a customer, a tenant, a student. They never need a Pocper account. They show up in your sidebar automatically the moment someone fills a form you shared, and you can also add them by hand.
1 · How clients arrive
Most clients arrive on their own. When someone fills a form you shared and the share required a name, Pocper creates the client record at submit time and files the new paper under them. You did not have to lift a finger.
You can also add a client manually before anything has been filled in — useful when you want to set up the folder ahead of a meeting, or import an existing roster. Open the Add Client button in the sidebar, give them a name, and save.
2 · Browsing clients
The sidebar lists your clients sorted by most recent activity. Click any row to open that client's page — you will see every paper filed under them, plus a button to start a new one from any of your templates.
Starting a paper from the client page is the way to begin one without waiting for the client to fill a form first — handy for in-person sessions or follow-up paperwork. The result still ends up looking like any other paper, sitting under the right template folder.
3 · Auto-grouped by template folder
Each client's papers are not a flat list. They are grouped by the template folder of the template each paper was filled from — so an onboarding form, a quarterly review, and a service agreement sit in three separate groups inside the same client.
The grouping happens for you. You never name a folder, never drag a paper into a place — your template folders are the structure. Add a new template folder and the next paper from a template in it shows up in a new group; nothing else changes.
What's next
Now that clients make sense, Folders show how those papers stay organized for you — auto-grouped by template folder, no sorting on your part.