Clients

Use the Clients tab to manage your customer database. Every project in Ponyrider must have a parent client — you must create a client before you can create a project.

Add a New Client

1. Navigate to the Clients tab and click Add a Client.
2. Start typing a company name — Ponyrider can pre-fill business details automatically.
3. Enter the Client Name, Contact Name, and Contact Email (essential for communication).
4. If the client has a separate accounts team, add a Billing Email.
5. Assign a default Rate Card to ensure consistent project pricing. This is required for billing rates to auto-populate when adding project members.
6. Click Add a Client to save.

Manage a Client

1. Navigate to the Clients tab and click View on your chosen client.
2. The client dashboard shows an overview of all historical and active work for that account.

From the client dashboard you can:

• Click Add Project to start a new initiative for this client.
• Use the Edit button in the Details panel to update global client info (e.g., new billing address).
• Use View Invoices to see all invoices associated with the client.

Tip: If a project is marked CLOSED, users can no longer log time against it — this maintains clean data for invoicing.

Add a Project to an Existing Client

1. Navigate to the Clients tab and click View on the relevant client.
2. Click Add Project — the client will be pre-selected on the new project form.
3. Complete the project details and click Start when ready.

Next: Projects