Manage projects and bookings

Group work into projects and let clients book you from a public page.

By the end your work and your calendar live in the same place.

1. Create a project — Choose Projects in the sidebar, then New project. Give it a name and pick the client.

2. Attach work — Link documents and invoices to the project so everything for that engagement is in one view.

3. Set up bookings — Open Bookings and publish a booking page. Share the link so clients can pick a time.

4. Take a booking — When a client books, the meeting shows against the client and the project, with the time in your timezone.

5. Track progress — Use the project view to see what is done, what is billed, and what is still open.

A booking shows the wrong time — The client sees times converted to their own timezone. Check your timezone is set correctly in Settings.

I cannot add a document to a project — The document must belong to the same client as the project.