How do I add a client?

There are a few places to add clients in the program as long as you have access to do so - please see below.

First, click on Clients in your navigation bar, then from here click the blue Add Client button on the right.

Only the Client Name is required when entering your client so if you are in a hurry, you can always go back and edit additional client data later to add more detail. The Client Name is how you organize the clients in the software and the Billing Name is what will show on the invoice for the client to see.

Other areas of the system you can add a new Client:

1. In a time entry by clicking the plus icon to the right of the Client field.
2. In a New Project screen by clicking the plus icon to the right of the Client field.
3. The plus (+) icon in the upper right corner next to your name.
4. In the Widget & iPad.
5. In the mobile applications.