LUXE BOXADMIN

Clients

Onboard New Client

Admin Sign In

Magic link, restricted to team accounts.

All Clients

New Client

Client / company name

Contact name

Contact email (their login)

Xero contact ID (optional, paste from Xero if known)

First Project

Project name

Project code

Tier

← All clients

Add Project

Project name

Project code

Tier

← Back

Milestones

Spec Summary (client-visible)

Files

+ Upload deliverable to client

Comments

Invoices (synced from Xero)

Invoice data populates automatically once Xero sync is connected — see wish-list item on Xero integration.