Clients, locations, and projects in setup

Outcome

A client (and optionally locations/projects) is ready for planning.

Who it's for

Company admin / planner

Prerequisites

• Services defined (needed for projects)
• Locations need at least one client; projects need clients and services

Steps

1. This tutorial is the Full Setup wizard path. For day-to-day structure after launch, see Clients, locations, and projects.
2. On Clients: add at least one client (organization name required; email, phone, and type optional). Create the client(s), or Import from CSV if you have a list.
3. On Locations: only after you have a client. Add work sites with client, name, and address. CSV import must match an existing client name. Skip if you plan locations later.
4. On Projects: only after you have clients and services. Link a client to a service, set project name and start/end dates (YYYY-MM-DD). CSV needs matching client and service names.
5. Skip any of these optional steps if you are not ready: you can add the same data later from Clients in the main app.
6. Continue to People and finish setup when the commercial skeleton you need is in place.