Adding a Client

A client is the customer of your product or service and can be added using Account Settings.



Note RM Admin And Owners

  1. Select your Profile icon in the upper-right corner of the page, and then select Account Settings from the drop-down menu to open the Account Settings page.
    Profile dropdown
  2. Select Clients from the side menu. 
    clients new 3
  3. Select the Add Icon Add button to create a new client in the New Client dialog.
  4. Enter the name of the client in the Client Name field.
  5. Select Upload Photo to upload an optional photo. See Adding a Photo to a Client for more information on uploading, changing or deleting a photo.
  6. Select Create when complete to save or Cancel to close the dialog without saving.

See Also:

Verifying and Editing Work Calendars

Updating a Client

Adding a New Project to the Schedule