Client Management

• Adding a Client

  Managing your clients is simple with Tidyflow. Whether you're looking to quickly add a client as you work or systematically through your settings, we've got you covered. Quick Add from the Top Menu For a fast and efficient way to add a new client while you're in the flow of work: Click on the + button at the top menu. From the dropdown, select Add new client. Fill in the client's details in the pop-up form: Name: Enter the full name of the client's company.Some readers

• How to archive a Client

  Navigate to the Client Overview Tab, scroll to the bottom and there is an Archive button. NOTE: You will first need to mark all the client tasks as complete before you will be able to archive the client. Client Overview Tab Archive ButtonFew readers

FAQ's

• Is there a maximum number of clients?

  No, you can add an unlimited amount of Clients on Tidyflow.Few readers