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How to Add a Customer

Clockdiary allows you to add customer details in two easy steps. By adding customers to the workspace, you can further add projects associated with them and allot projects to groups/members

Step 1: To add a new customer, simply click on the Customers option in the sidebar menu.

Customers

Step 2: To add a new customer simply click on the Add New button.

Add new customer

Step 3: Fill in the required fields, add customer name (required field), customer email, and address.

Add Customer details

Step 4: After adding all the details, click on Save button.

Save Customer

Step 5: A notification at the right bottom will notify about the creation of new customer.

New Customer Added

If you still have any queries, please email us at support@clockdiary.com.

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