DoerPath

How to Create a Client

Clients help you organize projects and tasks by the people or companies you're working for. This guide walks you through creating a new client.

Prerequisites

Before you begin:

  • You must be signed in to your account
  • You must be on a paid plan (Plus, Pro, or Lifetime)
  • You must be under your plan's client limit

Steps

Step 1: Navigate to Clients

From the sidebar, click Clients to view your client list.

Step 2: Open the Create Form

Click the New Client button to open the client creation form.

Step 3: Fill in Client Details

Complete the form fields:

FieldRequiredDescription
NameYesThe client's display name (e.g., "Acme Corp", "John Smith")
SlugYesURL-friendly identifier (auto-generated from name, can customize)
Logo URLNoDirect link to the client's logo image
Primary Brand ColorNoMain brand color in hex format (#RRGGBB)
Secondary Brand ColorNoAccent brand color in hex format (#RRGGBB)
TimezoneYesClient's timezone (defaults to UTC)
TagsNoOptional tags for organization

Step 4: Create the Client

Click Create to save. The new client appears in your client list.

Expected Result

After creating the client:

  • The client appears in your Clients list
  • You can link projects and tasks to this client
  • The client detail page shows settings and linked projects

Client Naming Best Practices

Good Names

  • "Acme Corporation" - Full company name
  • "Acme Corp" - Common abbreviation
  • "John Smith Consulting" - Individual client with context

Names to Avoid

  • "Client 1" - Not descriptive
  • "Test" - May cause confusion later
  • Very long names that truncate in the UI

Slug Guidelines

The slug is used internally to identify the client. It must:

  • Contain only lowercase letters, numbers, and hyphens
  • Be unique across all your clients
  • Not start or end with a hyphen

Examples:

  • "Acme Corp" → acme-corp
  • "John Smith Consulting" → john-smith-consulting

Brand Colors

Brand colors help visually identify client-related items:

  1. Click the color picker for Primary Brand Color
  2. Select a color that represents the client's brand
  3. Optionally set a Secondary Brand Color for accents

The default colors are:

  • Primary: #3b82f6 (blue)
  • Secondary: #8b5cf6 (purple)

Troubleshooting

"Plan limit reached" error

You've reached your plan's client limit:

  • Plus plan: 25 clients maximum
  • Pro plan: 100 clients maximum

To add more clients, either upgrade your plan or delete unused clients.

"A client with this slug already exists" error

The slug must be unique. Either:

  • Edit the slug to be unique
  • Check if you already have a client with a similar name

Client not appearing in list

  • Refresh the page
  • Check that you're viewing the correct team in the sidebar
  • Verify the creation was successful (no error message)

Next Steps

After creating your client:

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How to Create a Client | Documentation | DoerPath