Client Management

Managing Clients

Clients are one of the three main components of the Fractional Tools suite.

There are two ways to create a new client:

Create-As-You-Go

• From your calendar view, create a new calendar entry with a new client prefix. The pattern is ‘W/XXX:’.
• Fractional monitors all calendar edits. If a new entry contains this pattern and the prefix does not map to an existing client, a new entry is created.
• You will receive an email and a push notification about the new client.
• Review the entry and check the client type (hourly, retainer, etc.), bill rate, and update the client name.

Via the Fractional App Site

• Anything you can do via your Google calendar can also be done in the App.
• The client page provides features to set up a client.

Editing a Calendar Entry

• If you enter a client prefix incorrectly or wish to update the entry, click on the calendar entry and edit it.
• It will automatically link to the correct client.