Adding Your First Client

Clients are the foundation of your work in Experi. Add them once, use them everywhere.

How to Add a Client

1. Go to Clients in the sidebar
2. Click New Client
3. Fill in the details:
   • Company name
   • Contact person
   • Email address
   • Phone (optional)
   • Address (optional)

Using Client Information

Once added, clients appear in dropdowns when you:

• Create invoices
• Create quotes
• Start new projects
• Track time
• Send agreements

Client Management

Archiving Clients

Don't delete past clients—archive them instead to preserve data.

Editing Client Details

Update client information anytime from their profile page.