Managing Clients

Overview

Client management allows you to organize your customers and link projects to specific clients for accurate billing and reporting.

Viewing Clients

To view your clients:

1. Navigate to Clients in the sidebar (Admin only)
2. View the list of all clients
3. Use search and filters to find specific clients
4. Click on a client to view details

Creating a Client

To add a new client:

1. Click Add Client
2. Enter client details:
   • Company Name (required)
   • Contact Person
   • Email
   • Phone
   • Address
3. Set default billing rate (optional)
4. Click Create Client

Client Details

Each client profile shows:

• Overview - Basic info and total billed hours
• Projects - All projects for this client
• Billing - Rate settings and billing history
• Notes - Internal notes about the client

Editing Clients

To update client information:

1. Click on the client to open their profile
2. Click Edit Client
3. Make your changes
4. Click Save Changes

Client Projects

View all projects associated with a client from their profile. You can:

• See active, completed, and archived projects
• View total hours tracked per project
• Check budget status for each project
• Create new projects directly for the client

Archiving Clients

When you no longer work with a client:

1. Open the client profile
2. Click Archive Client
3. Confirm the action

Archived clients:

• Are hidden from the main client list
• Cannot have new projects created
• Preserve all historical data
• Can be restored if needed

Client Reports

Generate reports filtered by client:

1. Navigate to Reports
2. Select Client filter
3. Choose the client
4. View time and billing data

Related Topics

• Billing Rates
• Creating Projects
• Reports & Analytics