Click on "Clients & Projects" in the menu bar and go to the project board.

You can add a new client by clicking on the "+" in the upper right corner.

A mask will now open in which the following client information can be found:

Enter the company name or individual name of your client. A code will be generated, which you can still modify. If your client has a website, enter it here. Enter the standard billable hourly rate for the client. If you want you can add a picture and a comment here and enter tags for the client.

Here you fill in who your contacts are at the client and add details such as address, phone number and email address. This way you can centralize the knowledge in your company and enable other employees to contact the customer, for example, if you are prevented from doing so.

Click on "Add new entry", fill in the necessary data of the contact person and save it.

Here you can store important documents concerning your client, e.g. contracts, ...

If you still have questions about creating clients, please contact our support directly here in the chat or via E-Mail. We will be happy to help you at any time.