The columns are clickable. Click the name to view and edit the client details, the website to open it in a new tab, and the phone to call it. The notes icon allows you to quickly edit the client's notes.
Easy to use client controls
These controls allow you to easily print the listing, export it to Excel or GoogleSheets, or add a new client.
Editing a client
After clicking edit on an client this page is displayed. Hours worked toward retainer may be viewed on the client summary screen as detailed in the review time guide
An archived client cannot be assigned to projects or have time or expenses entered for it.
Hourly or Retainer Clients
Time and expenses may be tracked on an hourly basis or using a retainer amount. If select is changed to retainer, the hourly field is replaced by retainer amount and start/end dates.
Client notification options
The per-client settings default to the system settings, but may be overridden for this client.
MyClientSpot is for freelancers, virtual professionals, and small businesses with remote teams. It records all your client and team interactions, from project and task management to file sharing, time tracking, and calendaring.