To set the client's settings such as code, address, e-mail, phone, consent validity, etc. go to Manage 👉 Clients 👉 click on the client's name
To create a report for this specific client, press the "Show report for ..." button. An hourly rate can be found out, after clicking on the “hourly rate” button.
If the client is no longer your client, untick the “active” box at the bottom of the page. An inactive client won't be visible when entering a new time record.
You can also erase, forgot and anonymize a client.
In the contacts section, you can add different contacts related to this specific client. This comes in handy when creating a bill. The person's credentials will be displayed on the bill.
In case you need help or would like to share your ideas with us, please contact the prima:Time Support team by clicking on the black bubble in the bottom right corner of this page 🙌.