Help Overview Getting Started How do I get the most out of my Hourly trial?

Getting Started

Before you start

Hourly set up checklist

Creating an account & logging in

Create a new account Joining an existing account Log in to Hourly

Adding your team to Hourly

Add others to your account Adding and removing users

Importing data into Hourly

Import data into Hourly

Your Hourly trial

How does the Hourly trial work?

Getting the most out of your trial

How do I get the most out of my Hourly trial?

Using Hourly

Time tracking

The time page Time tracking in Hourly Changing the date for time tracking Time tracking methods Incomplete or missing time entries Time entry FAQ

Expense tracking

The expenses page Expense entry FAQ

Invoices

Invoicing in Hourly Draft invoices Approved invoices Invoicing FAQ

Reports

Client report People report Project report Everything report Scheduled report

Clients

Create a client Archive a client Delete a client

Projects

Create a project Archive a project Delete a project The project page

People

Add more people Archive people Delete people

Profile

Edit your profile Connect a chatbot Change your password Add a profile image

Account

Edit your account Close your account Manage your subscription Update your payment details

Integrations

Xero

Xero integration overview Connect Hourly to Xero Xero integration FAQ

Trello

Trello integration overview Connect Hourly to Trello Trello intregration FAQ Reauthorising your account

Slack

Slack integration overview Connect Hourly to Slack

How do I get the most out of my Hourly trial?

Here are some recommendations about how to go about trialling Hourly (or any other time tracking application) efficiently and effectively.

1. Note down your requirements

Before you do anything you should jot down your organisation or business's requirements related to time tracking. This way it's easier to remember what to look out for when you are researching and testing different solutions.

2. Get things ready & talking with your team

Make sure you're ready to get going when you sign up. This means having a record of things like projects, clients, rates handy so you can enter them in and start tracking time.

If you're organising a team to try Hourly, this also means coordinating the timing of your trial with them so that everyone gets a chance to be involved.

3. Consider importing your data

Importing can take a bit of time to set up but automates the creation of everything in Hourly (people, projects & clients). It also means you'll get value from Hourly's reports and predictions straight away.

4. Keep it small

Instead of trying to track all of your organisation's time through Hourly during your trial, we'd recommend picking one or two projects so you can keep things manageable, reduce the risk of something going wrong and minimise duplication and overhead (see #5 below).

If you're part of a larger organisation, pick a small team and form a pilot project to evaluate Hourly.

5. Keep your normal process going in parallel

We're hoping you love Hourly but even if you do, it might be a bit ambitious to switch over within your trial period. We'd suggest you keep tracking time as you have been previously and then make a call at some stage during the trial.

6. Transitioning to a subscription

If transitioning to a subscription (Yay!), remember to add your payment details before the trial period ends to make the process as smooth as possible. Also, make sure you review (and potentially remove) any test data that's been entered. You don't want time entries accidentally finding their way onto an invoice when they shouldn't, or your end-of-year report showing a big spike in meeting time when it's not actually the case. Finally, double check the People page to make sure things are up to date, as this is what the invoicing is based on. If you have users who aren't needed anymore, you can archive or remove them and you won't be charged for them.