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A note about Harbour House on its timeline, above an edit to its contract type A note about Harbour House on its timeline, above an edit to its contract type Open a client from Clients to see what Begin holds about them. Overview has the client’s details and fields, Timeline its notes and history, and Shifts and Time the work tagged with it, which Seeing work by client covers.
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Read and fill in the details

Details shows the client number, email, phone and address, and Edit changes them. Below it, each field group has a card of its own, and fields outside a group share a card called Custom fields. Fill in a field where it sits. A switch saves as you flip it and a choice as you pick it; text saves when you press Enter or click away. There is no Save button, and the change shows at once. A required field can be changed but not emptied. An archived field appears only on clients that already hold a value for it, marked Archived, and nobody can change it there.

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Keep notes on the timeline

Timeline lists the notes your team writes about the client together with its history: who added or edited the client, archived or restored it, set one of its fields, or added it to a shift or time entry. The newest is at the top. Write a note in the box above them. Type @ to mention a person, department, position or location, and use Attach file to add files. Each note has its own reply box, so the conversation about it stays in one thread. Harbour House's timeline: the note box, then a note about the gate code with a reply mentioning Jonas Petrauskas and a reply box, history rows, and a second note under Yesterday Harbour House's timeline: the note box, then a note about the gate code with a reply mentioning Jonas Petrauskas and a reply box, history rows, and a second note under Yesterday To change a note or reply, open its Comment options: Edit appears on your own, and Delete on your own or, with Moderate comments, on anyone’s. A note or reply notifies the people it mentions and everyone who has written notes or replies on this client before, as long as they can open the client. Search lists notes under Shift, timesheet and client comments. A result, like the notification, opens the timeline at that note. Or ask Begin AI (Cmd / Ctrl + J):

Add a note to Harbour House that the gate code changes on Monday.

It shows a card before it posts the note under your name, whatever your approval mode, and it cannot attach files.
History about a shift or time entry you cannot see is left out of your timeline. Two people can read a different history for the same client, and neither is missing anything they are allowed to see.

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Next

Client fields

Decide which fields every profile has, and how they are grouped.

Seeing work by client

Read the shifts and time a client’s work adds up to.

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Still need help?

Contact support

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