Prepare clients and work
Create the clients, projects and activities that the booking form offers. Internal and All-projects activities don't need a client or project first.
Add the client. Open Clients, select Add client, enter the name and select Save.
Add the project. Open Projects, select Add project, enter the name, choose its Client and select Save.
Add an activity. Open Activities, select Add activity, enter the name, choose a Kind from the table below and select Save.
| Kind | Use it for |
|---|---|
| Project-specific | One project, which you choose |
| All projects | Work you reuse across projects |
| Internal | Non-billable work, booked under the Internal project |
Next: Make the first booking — check the setup works.