Add & edit new clients
Adding a new client
Admin users can add new clients from the Client List.
Select "+ Client"
Choose the connection type (QuickBooks, Xero, or Unconnected)
More on unconnected clients 👉 HERE
Select the client plan
Add workflows, templates, user access, and subscribe users to client updates
More on client digest notifications 👉 HERE
Finalize the workflow by connecting the client or leaving them unconnected
Step-by-step
Go to the Client List, then select "+ Client" at the top of the page.
Choose between connecting a QuickBooks Online or Xero file, then select a plan. Core is the default, and can be updated later in Practice Settings.
Select templates as needed. Under "Workflow templates" the default task template is suggested. Additional templates can be selected as needed.
Manage user access to this client as well as email notifications for any client activity moving forward. This can all be updated later under Practice Settings, if needed.
Enabling Manager access to add clients
By default, only admin users can add new clients. Managers can be given access under Practice Settings.
Go to Practice Settings > Practice Management
Click on the Workflows tab
Scroll to the very bottom under "Add client permissions"
Toggle "Allow manager users to add clients" to ON
More on the new client onboarding processes 👉 HERE!
Editing a client's name
Admin users can update a client's name in Double under Practice Settings.
Go to Practice Settings > All client settings
Under the "Workflows" tab, search for the client
Select "Edit" and enter the new name
Hit "Save" to see the changes reflected throughout Double
Deleting and archiving clients
Deleting a Client
Admin users can choose to delete clients from the Client List. Deleting a client will remove all of their data from Double permanently.
Select the arrow to the left of the client's name
Scroll all the way to the bottom right of the table
Click on "Client options"
Select "Delete Client" from the drop down options
What happens to contacts of a deleted client?
Contacts associated with a deleted client will remain active in Double, but no longer associated with that deleted client. All contact information can be accessed from Practice Settings > Client Portal > All Contacts.
Archiving a client
Admin users can choose to archive inactive clients from the Client List. Archiving a client will disconnect the client from its file and remove it from the client list.
To archive a client
Select the arrow to the left of the client's name
Scroll all the way to the bottom right of the table
Click on "Client options"
Select "Archive client" from the drop down options
More on how archiving affects billing, tasks, etc. 👉 Archiving Clients
Archived clients on the client list
To show or hide archived clients from the client list,
Go to Practice Settings
Select "All Client Settings"
Navigate to the "Archived clients" tab
Check or un-check the box next to "Show archived clients on the client list"
