00:00:03.633 Every client your firm works with lives under Clients in the sidebar. 00:00:09.433 Add clients one at a time with the Add a client form… 00:00:13.200 …and they’ll appear in your client directory. 00:00:15.733 Start with an individual. The display name is what your team sees in lists. 00:00:21.500 The legal name is the one on their tax filings. 00:00:26.400 Client type is already set to Individual. 00:00:29.067 Add their email, phone, and any notes the team should know. 00:00:38.767 Click Create client. 00:00:43.600 Docket saves the client and opens their profile. 00:00:48.367 Now a business: the name you know them by, then the full legal name. 00:00:56.533 Set Client type to Corporation. Trusts and partnerships are in the list too. 00:01:08.867 Click Create client. 00:01:14.333 Saved. Now head back to Clients. 00:01:18.900 Your directory lists every client with their status, type, email and contacts. 00:01:23.300 Click a client to open their profile. 00:01:29.467 The top of the profile shows status, client type, WIP, draft invoices and contacts. 00:01:34.333 Tabs keep everything about this client together. 00:01:37.633 Edit client details holds the client record. Add the fiscal year end here. 00:01:43.800 Tags help you group clients, for example by return type or service. 00:01:50.200 Click Save client. 00:01:59.567 Contacts lists the people you deal with. Docket added a primary contact from the email. 00:02:04.700 To add someone else, like their bookkeeper, use Add contact. 00:02:22.300 Sofia now appears under Contacts as the bookkeeper. 00:02:28.800 Engagements lists the work you do for this client. You’ll start one in a later video. 00:02:34.767 Activity is the client’s timeline: what was added or changed, and when. 00:02:38.767 Already have a client list in a spreadsheet? You can import it. 00:02:45.967 On Clients, click Import CSV. 00:02:49.467 Save the spreadsheet as CSV with a header row. Columns: name, email, kind, tags and fiscal year end. 00:02:56.133 Open the CSV file, copy all its rows, and paste them into CSV rows. 00:03:02.600 Click Dry-run preview. Docket checks every row before anything is saved. 00:03:09.533 Problem rows and clients you already have are flagged. These four rows are all valid. 00:03:14.100 Click Import valid rows. 00:03:18.567 Docket imported all four clients. 00:03:25.633 Back on Clients, you now have six active clients in your directory. 00:03:29.333 When you stop working with a client, mark them inactive rather than deleting them. 00:03:36.833 The fiscal year end and tags from your CSV came in too. 00:03:40.533 Set Status to Inactive, then click Save client. 00:03:52.567 The client stays in your directory, marked inactive, with all their history. 00:03:56.433 Active clients now counts only the clients you’re working with. 00:03:59.733 Next up: invite your team so everyone can work on these clients.