Add a client
Create a new client in your workspace — name, contact, billing address, and the billing defaults that flow to projects and invoices.
Adding a client gives you a place to track their work and bill them. Only Name is required, so you can start small and fill in the rest later.
- Role
- OwnerAdminManager
You need to be an Owner, Admin, or Manager. Members can't see or create clients.
Where to find it
Open Clients in the sidebar, then click New client (or go to /clients/new).
Create a client
Open the new client form
From Clients, click New client.
Enter the essentials
Give the client a Name (the only required field). Optionally add a Website and a Status.
Add a contact
Fill in the contact name, email, and phone for the person you usually deal with. You can add more people later — see Client contacts.
Add the billing address
Enter the structured address: Street, Apt/suite, City, Region, Postal code, and Country. Add a Tax number if you need it to appear on invoices.
Set billing defaults
In the Billing section, set the Currency, Default payment terms, Default hourly rate, and Default tax. These flow down to this client's projects and invoices. See Billing defaults for what each one does.
Save
Add any Notes, then click Save. You'll land on the client's detail page.
What happens next
Your client appears in the Clients list and is ready to use. The next step is usually to create a project for them, then track time and raise an invoice.
Set a Default hourly rate now. New projects inherit it automatically when you leave the project rate blank, so you don't have to retype it every time.
Tips
- You can change any field later from Edit a client.
- Per-client payment methods (bank transfer, card) are set on the edit page, not the create form. See Edit a client.
Troubleshooting
- Save is blocked. Name is required — make sure it's filled in.