Guides

Step-by-step walkthroughs for calmer client work

Practical, step-by-step guides for setting up kliendo, organizing agencies and clients, planning focused days, and billing every hour.

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  Guide 016 min

  How to set up your kliendo workspace in 20 minutes

  Set up your kliendo workspace efficiently in 20 minutes with this practical, step-by-step guide for freelancers and independent specialists.

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  Guide 029 min

  How to manage agency work alongside direct clients

  Navigate agency and direct client work with kliendo. Optimize task management, client communication, and prioritization for balanced productivity.

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  Guide 037 min

  How to turn messy client briefs into tasks with AI quick add

  Transform complex client briefs into actionable tasks instantly with kliendo's AI quick add feature, ensuring no detail is missed.

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  Guide 047 min

  How to plan your day with focus caps and quadrant views

  Master daily planning with kliendo's focus caps and Eisenhower quadrants. Prioritize tasks and boost productivity for your freelance business.

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  Guide 056 min

  How to track billable hours and send PDF invoices

  Learn how to accurately track billable hours in kliendo and generate professional PDF invoices, ensuring timely and transparent client billing.

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  Guide 067 min

  How to run a weekly review with Kaylee and Ask AI

  Master your weekly freelance review using kliendo's Kaylee AI briefings and Ask AI features for clarity, focus, and strategic planning.