Managing Clients

Learn how to add, edit, and organize your clients in Wendigo.

Adding a New Client

  1. Go to the Clients tab
  2. Tap the + button
  3. Enter client name and email
  4. Set hourly or project rate
  5. Choose a color tag
  6. Add tax jurisdiction (optional)
  7. Tap Save

Client Rates

Set different rates per client. Wendigo supports:

  • Hourly rate - Charged per hour
  • Project rate - Fixed project fee

Editing Clients

Tap any client to view details. Tap Edit to modify rates, contact info, or color.

Deleting Clients

Swipe left on a client to reveal the Delete option. This won't delete associated invoices.