Note: only Planners and Administrators can create and edit Clients.

To create/edit a Client:
  1. Go to the Projects section
  2. Click on Manage Client 

 

On the new pop-up screen, you may now

  1. Enter a New Client or simply Edit an existing client
  2. For each client, you may enter a Name and, optionally a Mail and/or Phone Number 
  3. Click on Save

 

While the newly created client will be available in the drop-down menu for all newly created projects, you may edit existing projects to add the corresponding client.