Help centre

Practical help, organised around your work.

Clear guidance for managing your account, workspace and day-to-day Clientide workflow.

Getting started

Create your account and business workspace, then add a client and service before scheduling your first appointment.

Create, search, update, archive and restore the people your business works with.

Set reusable names, descriptions, durations and price defaults for the work you provide.

Schedule work, assign team members, adjust duration or price and keep appointment status accurate.

Create a draft, add manual or appointment-based lines, finalise it and track the remaining balance.

Record cash, bank transfer, card or other payments and allocate full or partial amounts to invoices.

View workspace members and use secure invitations to add administrators or staff.

Maintain business contact details, timezone and currency from one place.

Review the plan attached to your business workspace and the limits available to it.

Confirm that you are in the correct workspace, review the information entered and try the action again.