Managing Clients

Managing Clients

Clients are the foundation of your Zenaris workflow. Each client can have their own hourly rate, contact information, and associated tasks.

Adding a New Client

• Navigate to Clients in the sidebar
• Click the Add Client button
• Fill in the client details:

- Name: Client or company name

- Email: Primary contact email

- Phone: Contact phone number

- Address: Business address

- Hourly Rate: Override the default rate for this client

Client Details

Each client profile includes:

• Contact Information: Email, phone, address
• Hourly Rate: Client-specific billing rate
• Notes: Internal notes about the client
• Associated Tasks: All tasks for this client
• Invoice History: Past and pending invoices

Hourly Rate Hierarchy

Zenaris uses a rate hierarchy:

• Task rate (if specified on individual task)
• Client rate (if set on client profile)
• Default rate (from your settings)

Editing and Deleting Clients

• Click on any client to view their profile
• Use the Edit button to modify details
• The Delete option removes the client and all associated data

**Warning**: Deleting a client will remove all their tasks, invoices, and quotes.