Use the client roster at the top of the page to get a birds eye view of your business. This will help you see clearly:
Plus, click on each client’s name to turn them into a page. Here, you can keep quick-access notes about the client like:
Each client you add will show up in your Client Work Database in the “Clients” column so you can assign each task to a specific client.
Use the task manager to keep track of your client work.
Click the plus button on any day on the calendar.
Add your clients to the Client tags field so you can quickly select them next time.