You can add a new client directly into your Address Book. This helps you store key client information and keep your records organised for project management and invoicing.
Adding a new client
Select the Address Book tile.
Click the Clients tab at the top.
Click the Add New Client button.
A pop-up will appear—enter the Client Name, then click Save.
Your new client has now been created.
You can now add further details to their profile, including:
Key company details
Contacts
Documents and notes
A company logo
✅ Your client is now added and ready to be linked to projects or used in invoicing.
Use Case
This task is typically handled by the Admin Team, Finance, or Contracts Managers when setting up a new project or starting work with a new client. Having a client profile in Chime helps ensure smooth invoicing and documentation tracking.
💡 Tips
Keep client records up to date to ensure smooth invoicing and communication.
Upload relevant project documents directly to their profile for easy access.
Use the comments section to log any key agreements or reference notes.