Getting started
Add a client
Save a client once and use them on quotes, projects, packages and invoices.
- Open Clients and press New client.
- Type the client's name. Add the contact person, email and phone if you have them.
- Add notes like brand guidelines or how they approve work.
- Press Add client. Kanvo offers to make a quote for them straight away.
Good to know
On the Free plan you can have up to 3 clients. Pro and Max have no limit.