Managing clients requires View-Edit permissions.

Clients include anyone or any business for whom you’ll complete work. 

You can see a list of all of your active and archived clients on your Clients Page. You can get there by going to the Navigation Menu > Clients.

Creating a Client

clients

  1. Head to the Navigation Menu > Clients.
  2. Click the green New Client button.
  3. Enter your new client’s name, then click Update.

You can always edit your clients or remove them from your Clients Page whenever you like. 

Editing Clients

To edit your client name:

  1. Head to the Navigation Menu > Clients.
  2. Click on any client. The Client Form will appear.
  3. Edit the client’s name, then click Update.