To create a client, you firstly need to get to the clients dashboard. To do so, go to Manage 👉 Clients
When on the client dashboard page, simply click on the +Client button in the top right corner and fill out the information to create a client.
Notice, you can click on the show more button and fill out all the details. It is not necessary to do it straight away, as it can be done in the Settings of a particular client.
You can also export the clients' overview as PDF, XLS or CSV by clicking on the Export as button.
If you need help or would like to share your ideas, please contact the prima:Time Support by clicking on the blue bubble in the bottom right corner of this page. All sorts of comments are very welcome. We are permanently searching for new inspiration to improve our software 📩🙏.