Once you have set up your free practice account you may want to add on some clients to check out Float.
Client accounts can be added using the following steps:
1. On the Float dashboard there is an option to 'Add a client company'
2. You will then be guided through the process of adding a client company.
3. Once a client company has been successfully added it will appear under 'Client Companies' as shown below:
4. Clicking on the company name will present the cash flow for that company.
Note: The first client company to be added will qualify for a free trial, after which, billing for our Starter plan for 1-4 clients will begin. Unless all clients are removed from Float, billing will commence 30 days after the first client company is added.
Not sure how to remove a client company? Check out how here.