After creating another user, clients are the second step you need to take getting started with Whoa.

Creating a client will allow you to create projects, tasks, and track and assign time.

Start by selecting "Clients" in the left hand menu bar.

Then click "Add Client" in the top right. You can also upload clients using a CSV file if you would like to bulk upload all your clients.

Then the Client builder will open up.

Fill out all the necessary information, as relevant to your business and client needs.

Once you have created a client, you can create a Client User so that you can communicate, share files, approvals and more with the client in the Client Portal.