Step 1: Visit the Clients Page
Navigate to the Clients page via the main toolbar
Step 2: Click 'Add New'
Select the 'Add New' option on the top right of the Clients page
Step 3: Fill in your Client's Details
Input your client's name, address, and contact info.
Ensure you select the create billing currency and VAT rate if you wish to use uTRAC to generate invoices for shifts worked for this client. Please contact us if your client's currency and VAT rate are not available to be selected.
Step 4: Select 'Save Changes'
Once you have filled all of the required fields, you can save your client.
New clients will appear on the left hand sidebar on the Clients page and they will be available to be selected when scheduling new projects.
You can edit any of the details you've saved against a client by selecting them on the left hand sidebar, and selecting the 'Edit' option on the top-right of the Clients page.