WEBVTT

00:00:03.633 --> 00:00:09.433
Every client your firm works with lives under Clients in the sidebar.

00:00:09.433 --> 00:00:13.200
Add clients one at a time with the Add a client form…

00:00:13.200 --> 00:00:15.733
…and they’ll appear in your client directory.

00:00:15.733 --> 00:00:21.500
Start with an individual. The display name is what your team sees in lists.

00:00:21.500 --> 00:00:26.400
The legal name is the one on their tax filings.

00:00:26.400 --> 00:00:29.067
Client type is already set to Individual.

00:00:29.067 --> 00:00:38.767
Add their email, phone, and any notes the team should know.

00:00:38.767 --> 00:00:43.600
Click Create client.

00:00:43.600 --> 00:00:48.367
Docket saves the client and opens their profile.

00:00:48.367 --> 00:00:56.533
Now a business: the name you know them by, then the full legal name.

00:00:56.533 --> 00:01:08.867
Set Client type to Corporation. Trusts and partnerships are in the list too.

00:01:08.867 --> 00:01:14.333
Click Create client.

00:01:14.333 --> 00:01:18.900
Saved. Now head back to Clients.

00:01:18.900 --> 00:01:23.300
Your directory lists every client with their status, type, email and contacts.

00:01:23.300 --> 00:01:29.467
Click a client to open their profile.

00:01:29.467 --> 00:01:34.333
The top of the profile shows status, client type, WIP, draft invoices and contacts.

00:01:34.333 --> 00:01:37.633
Tabs keep everything about this client together.

00:01:37.633 --> 00:01:43.800
Edit client details holds the client record. Add the fiscal year end here.

00:01:43.800 --> 00:01:50.200
Tags help you group clients, for example by return type or service.

00:01:50.200 --> 00:01:59.567
Click Save client.

00:01:59.567 --> 00:02:04.700
Contacts lists the people you deal with. Docket added a primary contact from the email.

00:02:04.700 --> 00:02:22.300
To add someone else, like their bookkeeper, use Add contact.

00:02:22.300 --> 00:02:28.800
Sofia now appears under Contacts as the bookkeeper.

00:02:28.800 --> 00:02:34.767
Engagements lists the work you do for this client. You’ll start one in a later video.

00:02:34.767 --> 00:02:38.767
Activity is the client’s timeline: what was added or changed, and when.

00:02:38.767 --> 00:02:45.967
Already have a client list in a spreadsheet? You can import it.

00:02:45.967 --> 00:02:49.467
On Clients, click Import CSV.

00:02:49.467 --> 00:02:56.133
Save the spreadsheet as CSV with a header row. Columns: name, email, kind, tags and fiscal year end.

00:02:56.133 --> 00:03:02.600
Open the CSV file, copy all its rows, and paste them into CSV rows.

00:03:02.600 --> 00:03:09.533
Click Dry-run preview. Docket checks every row before anything is saved.

00:03:09.533 --> 00:03:14.100
Problem rows and clients you already have are flagged. These four rows are all valid.

00:03:14.100 --> 00:03:18.567
Click Import valid rows.

00:03:18.567 --> 00:03:25.633
Docket imported all four clients.

00:03:25.633 --> 00:03:29.333
Back on Clients, you now have six active clients in your directory.

00:03:29.333 --> 00:03:36.833
When you stop working with a client, mark them inactive rather than deleting them.

00:03:36.833 --> 00:03:40.533
The fiscal year end and tags from your CSV came in too.

00:03:40.533 --> 00:03:52.567
Set Status to Inactive, then click Save client.

00:03:52.567 --> 00:03:56.433
The client stays in your directory, marked inactive, with all their history.

00:03:56.433 --> 00:03:59.733
Active clients now counts only the clients you’re working with.

00:03:59.733 --> 00:04:03.900
Next up: invite your team so everyone can work on these clients.