Workspace Setup
Set up your ClientFive workspace
Create the first version of your freelance operating system inside ClientFive.
Instructions
ClientFive works best when your clients, tasks, calendar, and money records are connected around the same relationship history.
- 1.Open the Dashboard to get a quick read on your workspace.
- 2.Add your active clients in Clients before adding tasks or invoices.
- 3.Use Client Analysis to check relationship health and next best actions.
- 4.Pin the VA Tools you use every week so they stay close at hand.
- 5.Connect integrations only after your base workspace is tidy.
What to do next
- Start with one client and one workflow instead of migrating everything at once.
- Use consistent client names across invoices, calendar events, notes, and social plans.
- Review your Dashboard weekly so outdated tasks do not quietly pile up.