Add a client

A client is who you bill — an operator, a flight department, or a management company. You need at least one before you can create a trip or an expense report.

Add one

1. Open Clients (account menu on phones, sidebar on a computer) and tap Add Client. You can also choose Add New Client at the bottom of the client list when creating a trip.
2. Fill in:

• First Name and Last Name of your contact, and/or Company Name. You need a name or a company.
• Email (required) — where invoices are sent.
• Additional Emails (CC) — optional addresses copied on every invoice. See CC emails for a client.
• Phone, Street Address, City, State, ZIP Code — optional; the address prints under BILL TO on invoices.
• Notes — for you only.
• Auto-create client trip numbers — optional. See Client trip numbers and auto-numbering.
• Tail Numbers — the aircraft you fly for them. Type one and tap Add. See Tail numbers.

1. Tap Add Client.

Finding clients

The Clients list is sorted by company name. Use Search clients... to search by company, contact name, or email. Tap a client to edit it.