How to Use FreelancePro

Learn how to manage your freelance business efficiently with our comprehensive guides and best practices.

Feature Guides

Client Management

Manage all your clients and their information

Adding a New Client

📋Steps

1

Navigate to the "Clients" section from the sidebar or dashboard

2

Click the "Add Client" button

3

Fill in the client details (name, email, phone, company, etc.)

4

Click "Save" to add the client to your database

5

The client will now appear in your clients list

Pro Tips

✓Keep client information updated for better communication
✓Add detailed notes about the client for future reference
✓Client data is secure and only visible to you
Updating Client Information

📋Steps

1

Go to the "Clients" page

2

Find the client you want to update

3

Click on the client card or edit button

4

Modify the information as needed

5

Save the changes

Pro Tips

✓Update client contact information when it changes
✓Keep track of important notes and preferences
✓Archive inactive clients instead of deleting them
Managing Client Relationships

📋Steps

1

View all projects associated with a client

2

Track payments and outstanding amounts

3

Monitor communication history

4

Set follow-up reminders

Pro Tips

✓Maintain regular communication with your clients
✓Respond promptly to client inquiries
✓Keep detailed notes of all interactions

Quick Tips for Success

Organize Your Workflow

Create a routine for checking leads, managing projects, and tracking payments daily.

Follow Up Consistently

Set reminders to follow up with leads and clients. Consistency builds relationships.

Track Everything

Log all interactions and communications. This data helps you improve over time.

Stay Professional

Respond promptly to clients, send professional invoices, and deliver on promises.

Best Practices

Always confirm project details and scope in writing

Set clear payment terms before starting work

Keep detailed records of all communications

Follow up on payments within a reasonable time frame

Update project status regularly to keep clients informed

Maintain a professional tone in all interactions

Back up your important data regularly

Review your metrics monthly to identify trends

Ready to Get Started?

Now that you know how to use FreelancePro, let's get your freelance business organized and growing.