Click on Client Contacts to see the layout for this section.
The logic here is that this is where the user goes to organize all business/ client things. At a glance, user wants to see: calendar, contacts, notifications, whether or not a payment has processed, and also wants to be able to send invoices, message history, and reviews. The top-level concept here is “Client Management.”
Notice that Client Contact, Messages, Payments/ Invoicing & Reviews all have almost identical layout. This is very, very simple. Note that new notifications appear next to the Header.
This calendar appears by default. Please see mockup I sent, as well as this website. https://calendly.com/
Ron Feldman accepted your invite! X
Rebecca Fields declined your invite. X
User can sort by clicking on any of the Headers in any of the columns. There should be up and down arrows, indicating this.
Kelly Marshall sent you a message. X
The logic is that when user clicks on the icon, the message box appears. User can also send a message by Replying to a message in the Message History. When this happens, the Client Name is already filled in. The message icon is available other places as well.
User can click on one of the headers to sort by header. There should be up/ down arrows to signify this.
Abby Jones paid your bill. X
User can click on a title to sort by title.
Same concept here. I can mock up.