Adding Your First Client

Check the workspace name, then open Clients → New Client.

Complete the form

1. Enter the client’s Name.
2. Add a company name if relevant.
3. Enter the Email needed for document delivery.
4. Add a Billing/CC email only when that recipient should be included; it pre-fills invoice CC.
5. Add optional phone, address, UK VAT number and useful notes as appropriate.
6. Choose Save client, then review the resulting record.

Use the client's real billing address and double-check the intended recipients before sending any documents.

Use the record

Select the saved client when creating an invoice, quote or project. Review the recipient every time; saving a contact does not send a document.

The client overview shows related work and portal controls. A portal link is private access and should be generated and shared deliberately, not published in a help screenshot.

Use Edit Client to update details. The current client UI does not include a reversible archive workflow; see managing inactive clients before considering deletion.