Documentation
Set up and run your client workspace.
Guides for clients, projects, invoices, portals, integrations, team roles, and workspace settings.
Start here
New to ClientDeck, or something not working? Begin with these.
Getting started in 10 minutes
Create your account, set up your business, add a client, send an invoice, and share a portal.
Troubleshooting
Fixes for plan limits, payments, emails, portals, team invites, and integrations.
Workspace Basics
Set up the operating layer for your client business.
Workspace setup
Configure your business profile, branding, portal covers, currency, and team access.
Dashboard
Read the dashboard KPIs, the Today Focus agenda, the timer, and the recurring revenue card.
Search (⌘K)
Find clients, projects, invoices, proposals, and time entries from anywhere with ⌘K or Ctrl+K.
Workspace settings
Configure profile, business details, branding, team, notifications, integrations, billing, and security.
Client Work
Organize relationships, delivery, tasks, updates, and files.
Clients
Build the client directory and use the client detail page for projects, files, and invoices.
Projects
Create projects, browse the pipeline, and track delivery on the task board.
Tasks
Add tasks to a project, move them across the four-column board, and edit details.
Project updates
Set a next milestone and publish progress notes to the client portal.
Files
Upload, download, and share client files within the size and type limits.
Billing & Time
Create invoices, track billable time, manage expenses, and automate billing.
Invoice workflow
Create invoices, record payments, collect online, and sync accounting data.
Recurring invoices
Automate invoices on a weekly-to-quarterly schedule with auto-send and templates.
Time tracking
Log billable hours with the timer or manual entries and convert them into invoices.
Expenses
Record project costs, set billable status, and convert billable expenses into invoice line items.
Sales & Delivery
Move from proposal to portal to client-facing reporting.
Client portals
Share branded client portals with files, reports, invoices, proposals, updates, and a discussion.
What your clients see
The emails, portal, payment, and proposal screens your clients see, and what stays private.
Proposals
Write proposals with scope and deliverables, track status, and convert accepted proposals into projects and invoices.
Reports
Generate written client reports from project data, edit the draft, and publish to the portal.
Analytics
Track revenue, profit, and growth across the business.
Integrations
Connect the external systems ClientDeck can work with.
Slack
Send notifications about invoices, portals, proposals, and messages to a Slack channel via webhook.
Google Calendar
View upcoming events on the dashboard and mirror task and invoice deadlines into your calendar.
Google Drive
Automatically save copies of generated invoice, report, and proposal PDFs into Google Drive.
QuickBooks
Send ClientDeck invoices into a connected QuickBooks company and track sync state.
Xero
Send ClientDeck invoices into a connected Xero organization as draft invoices.
Team & Security
Manage access, account safety, notifications, and workspace controls.
Team members
Invite colleagues or contractors, assign access roles, and manage their status from Settings.
Roles and permissions
Understand the Owner, Admin, Editor, and Viewer roles and what each one can change.
Notifications
Read the in-app notifications menu and choose which events alert you from Settings.
Password reset
Request a secure reset email and set a new password from sign-in or the Security tab.
Account deletion
Permanently delete a workspace or an entire account from the Security tab Danger Zone.
Plans & Payments
Understand your plan, usage limits, and how online payments work.
Starter guides
New to ClientDeck?
Set up your client workspace on the free plan. It never expires and needs no credit card.