Yven Help

The registry

The registry is the heart of Yven: one trustworthy answer to where everything lives for every client you look after.

Clients

A client is a person or company you do work for. Add one from the Clients screen, give it a name and contact details, and (optionally) an hourly rate and currency that override your defaults. You can archive a client you no longer work with – they drop out of your active lists but are never deleted, so you can restore them later. → More on clients.

Sites

Under each client you record their sites – the actual websites or digital properties you tend. A site carries its primary URL, platform (WordPress, Shopify, custom, and so on), and status. Sites give the rest of the registry something concrete to hang off. → More on sites.

Services

A service (formerly “asset”) is anything with an owner, a cost, or a renewal behind a client: a domain, DNS, hosting, an SSL certificate, email, a plugin licence, a software subscription, a maintenance plan, a repository, or a plain reference item.

Each service records:

  • Provider and Provider URL – who it’s with (the registrar, host, certificate authority…) and where you manage the account; the provider’s name links to that address on the service page.
  • Managed by / Paid by – whether you or the client controls and funds it.
  • Renewal date, period, and cost – so it can be watched by Renewals.
  • A credential pointer – the name of the item in your password manager, never the password itself. Yven never stores client secrets.

→ More on services.

Why “pointers, not passwords”

Yven is a book of record, not a vault. Storing client passwords would make you a target and a liability. Instead you note where the login lives – “1Password → ABC Dental → cPanel” – and keep the secret in the tool built to hold it.

Where to next


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