How do I add clients to Hubstaff?

The client feature is located on your sidebar. Clients are your customers that you will want to keep track of. The clients you create here will be connected directly with the invoicing feature. Please click here to read how to invoice clients.

Table of Contents

  1. Creating Clients
  2. Editing Clients
  3. Archiving Clients
  4. Setting the Bill Rate


Creating Clients

Step 1

Click on the Clients tab on the left sidebar and then select Add client.

Step 2

Enter in their Name, Email address, Physical address, and the Projects that are associated with them and then click Save.



Editing Clients

Step 1

Click on the Clients tab on the left sidebar and then click on the Actions drop down menu to select Edit Client.



Archiving Clients

Step 1

Click on the Clients tab on the left sidebar and then click on the Actions drop down menu to select Archive Client.



Setting the Bill Rate

Step 1

Click on the Members tab and select the Edit button under the Payments section.

Step 2

Edit the bill rate that you will bill the client according to the hours worked by the user and click Save.

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