Adding Clients

Learn how to add and manage clients in Daybook.

Adding a New Client

1. Click Clients in the sidebar
2. Click Add Client
3. Enter client details:
   • Name: Contact person or company name
   • Email: For invoice delivery
   • Phone: Optional contact number
   • Address: For invoices
4. Click Save

Required Information

Only the client name is required. However, for invoicing you'll need at least:

• Email: To send invoices
• Address: Shows on invoices (optional but professional)

Optional Fields

• Company Name: If different from contact name
• Phone: For contact purposes
• Tags: Organize clients (e.g., "VIP", "Residential")
• Notes: Private notes about the client

Quick Add While Invoicing

You can add clients directly while creating an invoice:

1. Start a new invoice
2. Click the client dropdown
3. Click Add New Client
4. Enter name and email
5. Continue with invoice

Importing Clients

Have clients in another system? Import them:

• Import from Wave
• Import from FreshBooks

Or upload a CSV file with your client list.

Editing Clients

1. Open the client's profile
2. Click Edit
3. Update information
4. Click Save

Archiving Clients

To hide inactive clients without deleting:

1. Open the client's profile
2. Click Archive
3. Client moves to archived list

Archived clients are hidden from dropdowns but their history remains intact.

Next Steps

• Create your first invoice
• Import from Wave