Add Clients Individually and Import Clients in Bulk

Adding your clients in Docket keeps all their details, billing, and job history in one place, making it easier to manage and schedule work. You can add clients individually or upload them in bulk. 

Before You Start

• Depending on your permissions, you may not be able to perform all of the functions listed in this article. Please reach out to your Admin if you require additional access.
• Decide whether you will add clients manually or use the import tool if you have many to upload at one.

Add a Client Individually

Although you can add a client using the “+ New” button anywhere in Docket, we suggest starting the process in the “Clients” area of the left-hand menu.

1. Click “Clients” towards the top of the left-hand menu.
2. Click the “+ New” button.

3. Click “Add Client” in the drop-down.
    

   
    

4. Enter Client’s Name in the pop-out on the right.

5. Click “Continue to Billing.”
    

   
    

6. Enter Client’s Billing Address.

7. Click “Continue to Contact.”

   If you do not have a billing address for your Client you can click “Skip Address” at the top of the pop-out to continue. 
    

   
    

8. Enter Client’s Email and Phone. 
    

   TIP: You can add more than one email address and more than one phone number for a client. After entering the first, an option to add another will appear.

9. Click “Continue to Add Client.”

Please Note: Depending on how your account is set up, you might be prompted to add additional details about your client before adding, so you will need to finish those last steps before adding your client. 
 

After adding your client, they will appear in your client list.
 

Import Clients in Bulk

You can start a bulk import from any page in Docket, but once the import is complete, be sure to review the Clients tab in the left-hand menu to verify that all clients were added successfully. 

1. Click the “+New Button.”
2. Click “Imports” in the drop-down menu.

3. Select “Clients” in the right menu.
    

   
    

4. Click “Download Template” in the pop-up.
    

   
    

5. In the downloaded Excel template, fill in your Client information with filling in at least one of the yellow fields; Client ID, Company Name, or Email.
    

   
    

Please Note: Changing any of the column headers on the template will cause the import to fail. Also, if you fill out the Client Type and/or Pricing Type columns on the spreadsheet, they must match your existing Docket settings. 

6. Once you have completed filling out the template with your client information, return to Docket and click the “+New” button. 
7. Click “Imports” in the drop-down menu.

8. Select “Clients” in the right menu.
    

   
    

9. Click the “+ Select File” button.
    

   
    

10.  Select your completed template Excel file.
11.  Click the “Upload” button.

After uploading, you will receive a message letting you know that the upload was successful or be notified of any errors.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!