Master the client management system - adding new clients, organizing contact information, and managing client relationships effectively.
Master the client management system - adding new clients, organizing contact information, and managing client relationships effectively.
Access the Clients section from the main navigation
Click "Add Your First Client" or "Add Client" to create a client profile
Fill in contact details and billing information
Set client-specific payment terms and notes
View client history and outstanding invoices
Keep client information updated for smooth invoicing
Use client notes to remember important details