Create a new client

Allocating a client or project to tasks allows an extra level of time tracking. It will make things easier when reporting on your time entries and invoicing a particular client by tracking the scope of work you've completed for that client. 

Create a client

There are a few ways you can create a new client. 

1. From the timer screen. 
2. From the client management screen.
3. From your time entries screen, when editing a completed time entry.

Create a new client from the client management screen

1. Visit the client management screen.
2. In the top right-hand corner, click 'Add client.'
3. Enter the client's name.
4. Enter your agreed hourly rate for this client. Either type or, use the arrows provided. 
5. Click 'Save.'

Create a new client from the timer screen

1. Client on the 'Choose a client' field. 
2. Type in the name of the client. 
3. Select "Create (Client name)" at the top of the drop-down menu.

Your new client will exist in your drop-down menu from now on, and in your client management screen. 

To assign an hourly rate to this new client;

1. Visit the client management screen.
2. Find the client you just created.
3. Click on the '0' under the hourly rate column, alongside the client. 
4. Enter in the agreed hourly rate. Either type or, use the arrows provided. 
5. Click 'Save.'

Create a new client from the time entries screen

In your time entries, you can remove, reassign or create a new client to past time entries. For example, you may have selected the wrong client at the time of running this session or, quickly ran a session without selecting or creating a new client. 

To create a new client for an existing time entry;

1. Visit the 'Time entries' screen.
2. Find the session you would like to create a new client for.
   
   If you completed quite a few sessions during a certain date period, you can quickly identify the session that does not have a client allocated to it. This session will only show as the label that was used or, (missing label) if there wasn't a label used.

3. Click on the underlined session you would like to edit. 

4. Click on the '-' icon under the 'Client' column.

5. Type in the name of the new client.

6. Select "Create (Client name)" at the top of the drop-down menu.

7. Click 'Save.'

Note: Client management and hourly rates are available during a 30-day free trial. Following on from this, you will need to subscribe to the professional plan to continue using these features. 

If you need any help with your client management, contact our support team via the ‘Help’ icon located in your menu. We would be happy to help.