Add a client

A client is a customer you do projects for — the person or company a project belongs to. Adding clients lets you attach them to projects and keep their contact details in one place. This guide shows how.

The short version: go to Settings → Clients, tap Add client, enter a name, pick a business, and tap Add client.

How clients relate to businesses and projects

Every client belongs to one business (the same way staff and zones do).
When you create or edit a project, you can choose a client in the Owner field — and only

clients from the project's business are shown.

A project doesn't have to have a client; the Owner field is optional.

Add a client

Go to Settings → Clients.
Tap Add client.
Enter the Client name (required, 2–150 characters).
Choose the Business this client belongs to (required).
Optional: add a Phone number, an Email, and Notes.
Tap Add client.

Field	Required?	Notes
Client name	Required	2–150 characters (a person or a company).
Business	Required	The business this client belongs to.
Phone number	Optional	Any international format.
Email	Optional	A valid email address.
Notes	Optional	Anything worth remembering about this client.

You can also add a client while creating a project — the Add client shortcut on the project form opens this same screen with the project's business already chosen.

Edit, deactivate, or delete a client

Open a client from the Clients list to:

Edit client — change any detail.
Deactivate client — hide a client you no longer work with, while keeping their history. You

can Activate them again any time.

Delete client — permanently remove a client that isn't tied to anything.

Give a client portal access (optional)

You can invite a client to their own portal, where they can sign in and follow the projects that are theirs. Open the client and choose Invite to portal — they'll get an email to set their password.

Note: the portal invite needs email to be set up for your workspace. If invites don't send, ask your administrator to finish the email setup.

Tips

Pick the business carefully — it controls which projects a client can be attached to.
Use Notes for the little things: how they like to be contacted, account references, and so on.
Deactivate rather than delete a past client so their projects keep their record.