Why Add a New Client?
Clients in Day Off let you organize your projects by who they’re being done for. On the Clients page you can see, for every client, how many projects are linked to them (active vs. inactive), along with a default currency and hourly rate. This is especially useful if you bill different customers in different currencies or at different rates, or if you simply want your reports and projects grouped by client rather than scattered as standalone projects. Once a client exists, you can attach projects to it and everything tied to that client becomes easier to track and report on together.
Step 1: Open Clients settings
Go to “Settings & integrations” in the left-hand menu, click “Settings,” then open the “Time tracker configuration” tab, then click the “Clients” card, described as the place to “add and manage your clients, set currencies, hourly rates, and track their associated projects.”
Step 2: Click “Add new”
On the Clients page, click the pink “+ Add new” button in the top right corner. This opens the “Add new client” dialog.
Step 3: Fill in the client details
Type the client’s name in the “Client name” field. Choose the appropriate “Currency” from the dropdown (it defaults to EGP – Egyptian Pound, but you can pick any currency your client is billed in). Optionally enter an “Hourly rate” for that client, which can be used for billing calculations against time logged on their projects.
Step 4: Save
Click the pink “Save” button to create the client. It will then appear in your Clients list, where you can see its status (Active/Inactive) and how many projects are linked to it, and you’ll be able to select this client when creating or editing a project going forward.
Tips Before You Add a New Client
- Use the official company name, so everyone recognizes it in lists and reports.
- Pick the currency you actually bill in before anyone logs time.
- Enter an hourly rate if you plan to use billing calculations.
- Set up the customer record first, then attach projects to it.
Next, learn how to create a project and link it to this customer. As your list grows, you may also want to read how to filter or search the list or how to edit, deactivate, or delete a record.
How This Helps With Reporting and Billing
Grouping projects by customer pays off when you review tracked time. For example, you can filter a report to see all work done for one customer in a given period. That makes it simpler to check hours before you prepare an invoice.
It also helps managers spot trends. You can see which customers take up the most time and plan your team’s workload with that in mind.