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Agency guides

Setting up your first client

Clients are one of the key things to get setup, a client is anyone you intend to invoice. You can add as many approvers as you need and select only relevant ones on a contract.

AgencyClients
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What are clients?

Clients are organisations that you intend to recruit for or invoice; they are the first key thing that needs to be set up to enable you to begin managing contractors.

Creating your first client

Pro tip

If you plan on integrating Xero you should get that setup first so you can link your clients when you create them.

Don't worry if you forgot you can simply edit the client and link them to the relevant Xero customer.

To get started creating a client, simply select "Clients" from the menu, this will open up the "Add client" option in the menu.

Selecting "Add client" will open the create client form and allow you to create your first client.

Simply add the required client details and your first client will be ready to go.

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