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.
    menu Account settings
  2. Select Clients from the side menu. 
    Clients Tab 2 new
  3. Select the Add Icon Add icon to create a new client in the New Client dialog.
    add client new
  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