Add clients in Time Tracking in Kroolo
Welcome to Kroolo. In this article, you'll learn how to add clients in time tracking on Kroolo, your smart productivity powerhouse.
1. Navigate to Time Tracking
Open Kroolo and go to the Time Tracking section.
2. Access the Clients Section
Click on Clients to manage or add new clients.
3. Create a New Client
Click on the Create Client button to start adding client details.
4. Enter Client Details
Add the Client’s Name and Preferred Currency to set up billing preferences.
5. Link Projects and Add Required Information
Assign projects to the client. Enter additional details, including:
Description
Contact Name & Title
Contact Email & Mobile Number
Country & Phone Number
Address Details (Address Label, Country, Region, City, Address 1 & 2, and Postcode)
6. Finalize and Save
Review the details and click Create Client to save.
And that's it! You've successfully added a client in time tracking.
FAQs
Q1. How do I create clients in Kroolo?
To create a new client, navigate to the Clients section, click on "Add New Client," and fill in the required details such as name, contact information, and any relevant notes.
Q2. How do i assign a client to a project?
You can assign a client to a project by going to the project details, selecting the client from the client list, and saving the changes.
Q3. How do I update client information?
To update client information, go to the Clients section, select the client you want to update, make the necessary changes, and save
Q4. How do I delete a client from Kroolo?
To delete a client, go to the Clients section, select the client you want to delete, and click on the delete option
Q5. Can I share client information with team members?
Yes, you can share client information with team members by adjusting the access permissions for the client details.
