How to Enter a New Client in Timeslips: A Step-by-Step Guide

How to Enter a New Client in Timeslips: A Step-by-Step Guide

Hey there, friend! So you finally got a new client, huh? Congrats! You’re probably thinking about how exciting this is and how you’re gonna be swimming in cash. But wait! Before you start counting your future millions, we gotta tackle the thrilling and wild world of Timeslips. Exciting, right? Not really, but hey, let’s make it fun anyway! Buckle up cause I’m here to take you through the epic journey of entering a new client in Timeslips. You might wanna grab popcorn for this one!

Step 1: Open Timeslips Like a Boss

First thing first. You gotta open that Timeslips software like you’re opening the last slice of pizza at a party. Don’t let it sit there too long or it might get cold. Click-click and boom! You’re in. If there’s an update prompt, just click “install later.” Who has time for that?

Step 2: Find the Client Menu – It’s Like Hide and Seek

Now look for that sneaky little “Client” menu at the top left corner. It’s hiding like it’s playing hide and seek with your brain. Just hover over it until it reveals its treasures. And then click on “New Client.” This is where all the magic happens! Or maybe just some typing.

Step 3: Type Like You’re Writing Your Memoir

Okay, now you’ll see a new window pop up! This is like the blank page of your memoir—except more boring and not about your wild adventures in Bali (we’ll save that for another time). Start filling out those boxes with the new client’s info. Name, address, phone number… basically anything they’d put on a dating app profile but less spicy.

Step 4: Assign an ID – It’s Like Picking Superhero Names

Next up is assigning them an ID number. Think of something cool! Maybe your favorite superhero’s name or even that pizza place down the street? Just don’t use something super embarrassing unless you want everyone giggling every time they see their entry.

Step 5: Set Up Preferences – Be Their Personal Assistant

Now you gotta dive into preferences as if you’re preparing for their arrival like their personal assistant – minus the coffee runs tho (sorry). Are they hourly clients or flat rate warriors? Check those boxes like you’re assembling IKEA furniture without directions… good luck!

Step 6: Save, Save Baby – Hit That Button!

But wait—don’t go hitting any buttons just yet! Double-check everything like you’re checking if your oven is off before leaving home. Once satisfied (or slightly confident), hit that “Save” button like you just scored the winning goal in a soccer match.

Step 7: Celebrate with Snack Breaks

Finally, give yourself a pat on the back! Seriously… do it, I’m watching through my screen. Grab a snack or do a little dance because guess what—you’ve officially entered a new client into Timeslips! Now go brag about how tech-savvy you are to your friends who still send smoke signals.

Fun FAQ Section

Question: What if I accidentally entered wrong info?
Answer: No biggie. Just find ‘em again in the client list and edit away like you’re fixing last night’s dinner disaster.

Question: Can I actually forget to save?
Answer: Yes! And then you’ll cry later when realizing all was lost. So please save often!

Question: Is there a limit to how many clients I can add?
Answer: Nope, it’s not like getting too many stickers in school… just keep entering till your heart’s content!

Question: What if I’m scared of technology?
Answer: Take deep breaths and talk to it nicely—it likes compliments, trust me!

Question: Where do all these clients go once entered?
Answer: They hang out in Timeslips land until you call them up for work… they have little client parties when you’re not looking.

Question: Can I add funny nicknames instead of real names?
Answer: As long as YOU can find them later—go wild with creativity!

Question: Why does this sound so complicated?
Answer: Because life is complicated but doing this will make you feel accomplished like you’ve climbed Mount Everest!

So there ya have it! All set to throw those confetti cannons because entering clients into Timeslips ain’t no mountain climb anymore—it’s more like crossing a tiny puddle when wearing rain boots! Good luck amigo and may your future clients be never-ending (in a good way)!