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Creating a client takes about a minute. Only the name is required – everything else can be filled in later.

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Before you start

You need the Manage clients capability (client.manage). Without it the Add client button does not appear, and opening the new client page shows “You can’t add clients”. The Projects & tasks app must be switched on. See /concepts/apps-and-modules.

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How to create a client

1

Open Clients

Click Clients in the sidebar.
2

Click Add client

The New client form opens.
3

Enter the client name

This is the only required field. Use 1 to 120 characters. It appears on invoices, in project pickers and in reports, so use the name the company actually trades under.
4

Set the default currency

The picker starts on your workspace base currency. Change it if this client is billed in a different currency.
5

Set a default rate (optional)

The hourly rate to charge this client when no more specific rate applies. Leave it blank if you price per person instead.
6

Add payment terms (optional)

Free text, such as Net 30. It is a note on the client record, not a rule the system enforces.
7

Add contacts (optional)

Click Add contact for each person. Fill in Name, Role, Email and Phone.
8

Add billing details (optional)

Billing address and Tax info feed your invoices.
9

Click Add client

You see “Client added.” and land on the new client’s page.

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The fields

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Details

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Contacts

Each contact row has four fields: Name, Role, Email and Phone. Use Remove to drop a row.
A contact row is only saved if it has a name. Rows with an empty name are discarded when you save, so a half-filled row cannot leave a nameless contact behind.
Contacts here are a phone book. They do not create a login. To give a contact access to the client portal, see /clients/client-contacts.

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Billing

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Example

Maya Ellis sets up Bluebird Coffee at Northwind Studio:
  • Client name: Bluebird Coffee
  • Default currency: USD
  • Default rate: 120
  • Payment terms: Net 30
  • Contact: Ruth Castillo, Marketing Lead, [email protected]
  • Billing address: the company’s registered office
  • Tax info: the company’s tax ID
She clicks Add client, sees “Client added.”, and lands on the Bluebird Coffee page. She then creates the Website Redesign project under it.

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What happens next

  1. The client appears in the Active client list.
  2. It becomes selectable in the Client picker when you create or edit a project.
  3. Its default rate joins the rate chain as a fallback – see /rates/how-rates-are-chosen.
  4. If the Client portal app is on, a Portal access panel appears on the client page so you can invite contacts.

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Permissions

Owner, Admin and Project Manager hold it by default. Finance can view clients but not create them. See /concepts/roles-and-capabilities.

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Common questions

No. If you leave it blank, billing falls back to the person’s own rate. If they have none either, the hour is unpriced – there is no workspace default rate. A client rate is useful when you charge one flat hourly figure for everyone on that account.
Yes. Nothing stops it. Names are not unique, so add something distinguishing if you have two companies with the same trading name.
Yes, on the client’s page. Changing it does not re-price anything already recorded – existing time entries and invoices keep the currency they were created with.
On invoices for this client’s projects. See /invoicing/overview.
No. Only the name is required. Currency defaults to your workspace base currency, and everything else can be added later from the client’s page.

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Troubleshooting

Client details

Edit a client after you create it.

Client contacts

Contacts and portal logins.

Client rates

How the client default rate is used.

Create a project

The next step after a client.

Clients overview

How the client list works.