Client Profile Creation

Creating a client profile in Teamboard TimePlanner allows businesses to efficiently manage client profile details and track projects associated with specific clients.

Only App Admins or Client Admins have permission to create new client profiles or update client information.

How to create a new client?

Creating a new client in TimePlanner is a simple process:

• From your main menu, locate and click on the “Clients” tab.

• Once you're on the Clients page, click the “Create New Client” button to start entering the details for the new client profile.

• Fill in the necessary client information such as Name, Phone, Email, Address, and Description.

Don’t forget to link the projects that belong to this client.

Next Step: Let's start scheduling Tasks and assigning projects to your client. Learn more here