Once your client subscribes to your platform using a Payment Link, they’ll automatically appear in the Clients section of your DropSaaS dashboard.
Each client card gives you a quick overview of their subscription status, connected locations, and essential business info—plus direct actions you can take to manage or support them.
This guide shows you how to navigate, understand, and manage your client base effectively.
Where to Find Your Clients
Go to your DropSaaS dashboard.
Navigate to the Clients section in the sidebar.
Here, you’ll see a grid of client cards, each representing one active subscriber.
What’s Shown on Each Client Card
Once a client completes the signup process, their card will display:
Business Name (from their Google Business Profile)
Profile Image (automatically pulled from Google Maps)
Connected Locations (number of Google listings linked)
Primary Address (taken from their first location)
Email Address (used during signup)
🚧 If there’s no image, it means the client hasn’t finished onboarding yet. You can still take limited actions or follow up manually.
Subscription Details (Bottom of Each Card)
At the bottom of every client card, you’ll see their billing summary:
Plan Name (e.g., Starter, Pro)
Monthly Amount (total billed based on their connected locations)
Payment Method (if one was added)
Subscription Status:
✅ Active – Fully paid and operational
⏳ Trialling – On a free trial, not yet paying
⚠️ Unpaid – A payment failed
If the status is Unpaid, go to the Payments section for more information on the error and help your client resolve it.
You’ll also see the days remaining before the next billing cycle or the end of their free trial.
Action Buttons (Hover to Reveal)
When you hover your mouse over a client card, a set of action icons will appear. These tools help you support your clients quickly and efficiently:
Open Billing Portal
Opens the client’s billing account in Stripe.
Here you can:
See if they added a payment method.
Check how many locations they’ve connected.
View or update billing details (address, card info, tax ID).
Use Case: If a client needs help changing their card or wants to add more locations, you can walk them through or do it with them.
Open Google Business Profile
Once onboarding is complete, this button activates.
Clicking it opens the client’s Google Maps listing in a new tab.
Use Case: Useful if you want to confirm their business is live, verify info, or assist them with profile optimization.
Send an Email to the Client
This button opens your default email client in a new tab.
The email is pre-filled with the client’s contact address.
Use Case: Reach out for onboarding help, upsell opportunities, support follow-ups, or general relationship building.
Tips for Managing Clients Like a Pro
Sort your clients regularly by subscription status to follow up with those in trial or unpaid mode.
Encourage clients on a free trial to add a payment method early to avoid losing access.
Use the Google Maps button to verify if the client’s listing is fully optimized (and coach them on improvements).
Use client data (like connected locations) to upsell them into higher-tier plans.
Summary
The Clients section is your mission control for managing subscriptions, monitoring client activity, and delivering great support.
With just a few clicks, you can:
Check who’s active, trialling, or unpaid
View business and billing information
Jump directly into their Google listing
Send fast email outreach
Manage payment details and plan upgrades
The more you stay connected to your clients through this section, the better you can help them succeed—and scale your own recurring revenue.