Adding a client company
Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a week ago

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.

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