This guide gives you the run down on what Client View is, what it gives your client access to view in MinuteDock, and how you can enable or disable it.
What is Client View
Client View creates a secure URL that lets your clients view the time you've logged for their work without needing to create an account or log in to MinuteDock.
Clients can:
View time entries logged to their Contact
Filter by week or month to see recent activity
See time descriptions and hours worked
Filter by Task (Any, Only, Except or No Task) when their time has Tasks
Download their time entries as a CSV (Download → Time entries → CSV). Rates and amounts aren't included.
Track progress on their projects in real-time
Enable Client View
Navigate to the Contacts screen
Open the Contact's more options menu (the three dots) and choose Client View. It opens in a new tab.
At the top, set Client View is to Enabled.
Copy the URL and share it securely with your client.
You need See & report on others' time to turn Client View on or off.
ℹ️ Note: Clients will only see time entries, descriptions, and hours - they won't see billing rates, costs, or other sensitive account information.
Managing Client View
To turn Client View off, open Client View from the Contact's more options menu and set Client View is to Disabled.
The Client View updates automatically as you log new time entries, so clients always see current information.
To see the whole process — enabling Client View and getting the URL to share — watch Video — Share Reports Screen With a Client.
Send a periodic timesheet instead
Client View gives your client live access to their time, updated as you log it. If a client only wants a timesheet at the end of each month, export a Report as a PDF and send them that instead. There's no URL to share and nothing for the client to set up.
Run a Report filtered to the client’s Contact and the time period you want to share. Open the Download menu on the right, opposite Charts and Time Entries, and choose Timesheet (PDF). Tick the columns you want the client to see, click Generate, then click Download when the confirmation appears.