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

To create, ie add, or 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. The share icon on the right creates a URL to share your planning with this given client, for all its projects
  4. Click on Save