Step 1: Create your account
Go to app.beebole.com/signup, and fill in your name, work email, and company name — or sign up with Google or Microsoft. Beebole is passwordless: instead of setting a password, you’ll confirm your email with a one-time code each time you sign in. A short welcome questionnaire follows, then you’re in.Your 30-day free trial includes every Beebole feature, with no seat limit and no credit card required.
Step 2: Create your first project
Projects are what your team logs time against. Projects live inside categories — your new Beebole account already includes three: Clients, Internal, and Activities — and each category comes with some sample projects so you can see the structure in action.1
Go to Projects
Click Projects in the sidebar.
2
Pick a category
Use the category selector next to the Projects title to choose where the project belongs. For example, Clients for client work or Internal for everything else. The existing categories can be modified or deleted. A new category can be added by entering the name in the field at the bottom of the selector menu and clicking Add.
3
Add the project
Once you have chosen a category, click the + Add button at the top of the page. Its label names the open category, for example, Add Clients.
4
Name the project and confirm
Type the project name in the field that appears and click the Save new button. The project is immediately available for time tracking.
Need to add several projects at once? Beebole supports bulk entry across projects, people, tasks, and more: open the add panel, look for the Or add multiple entries area, copy rows from a spreadsheet, and click Paste. Beebole reads each row and lets you confirm before saving.
Step 3: Invite your team
Each team member gets their own profile and logs their own hours. Your account comes with three ready-made roles — Admin, Employee, and Manager — that control what each person can see and do in Beebole.1
Go to People
Click People in the sidebar.
2
Add a team member
Click the + Add Person button at the top of the screen, then enter the person’s Name, Email, and Role. Employee is the right starting point for most team members.
3
Confirm
Click Add Person. The profile now exists in your account. You may want to configure a person’s settings before inviting them to the platform.
4
Invite them
Open the person’s profile and click the Invite by email button. Beebole emails them a secure link, and the profile shows Invitation pending until they join.
Adding a person and inviting them are two separate actions in Beebole. A profile exists as soon as you add it, but the person can’t sign in until you send the invitation.
Step 4: Track your first hours
This is where Beebole delivers its core value. Logging a first entry confirms your setup works and gives you data to report on.1
Open your timesheet
Click Timesheet in the sidebar. Your account already has some example hours logged, so you can see what a filled timesheet looks like. These time entries can be modified or deleted.
2
Add a row
Click the + button (Add a row) in the top row of the project category section you want to add time for. Then, choose a project from the Select a project menu. By default, new accounts are configured to track time first on a Client, then an Activity.
3
Log your time
Type the time you worked in the cell for the relevant day — or click the timer button on the row (Start timer) to record time as you work. Beebole saves each entry automatically.
4
Add details to a time entry
Hover over a time entry and click ⓘ to add more information, such as start and end times, comments, custom fields, work from home, or mark hours as non-billable.
Step 5: Run your first report
With a project and at least one time entry in place, you can turn raw hours into insights. The first time you open the Reports section, Beebole shows sample folders with a few ready-made reports inside.1
Open Reports
Click Reports in the sidebar. Your report folders appear on the left.
2
Run a sample report
Click through to discover default reports like Hours by person or Margin by Client per Month. Beebole runs the report and displays the results.
3
Refine and share
Click to view the report as a Table, Chart, or Matrix. Each format can be modified to fit your needs. Open the report’s ⋯ action menu to change the date range with Period, download the results with Export, or Filter.
Step 6: Adjust the basics
Beebole’s account-wide configuration lives in the Settings area, opened from the button with your initials at the bottom of the sidebar. The defaults work out of the box, but these menu items are worth a first look:Before you continue: a note on tags
Before you start assigning settings across your projects, people, and tasks, it’s worth taking a moment to plan your tags. Tags are Beebole’s cross-cutting labels. Unlike projects or people, which live in their own sections, tags let you group and compare across entities in any way that matters to your business. Once applied, they become filters and dimensions in every report. Your account starts with two default tag types — Department and Location — but you can create your own under Settings > Tags. A few minutes spent deciding which tag types reflect how your business actually measures work will pay off every time you open a report or apply new settings. See Tags for the full reference.What’s next?
You’ve completed the essential setup. Here’s where to go depending on what matters most for your team:Related content
Key Concepts
Understand Beebole’s core building blocks and how they relate to each other.
Timesheets
Entering time, duration modes, the timer, and timesheet options in depth.
People
Adding team members, sending invitations, and configuring profiles.
Projects
The project hierarchy, project settings, and rates per project.
Frequently asked questions
Can I add multiple people at once instead of one by one?
Can I add multiple people at once instead of one by one?
Yes. Click People in the sidebar, click the + button (Add person), and use the Or add multiple entries area of the panel. Copy rows from a spreadsheet — one person per line, with the name, then a tab, then the email — click Paste, and confirm with Add them all. Beebole creates all the profiles in one pass.
What's the difference between a project and a category?
What's the difference between a project and a category?
A category is the top-level grouping on Beebole’s Projects page — new accounts start with Clients, Internal, and Activities. Projects sit inside a category and represent the work being tracked, and each project can hold subprojects at any depth. Use whichever depth makes sense for your team.
Will my team members see each other's time entries?
Will my team members see each other's time entries?
Not with the default roles. In a new Beebole account, the Employee role sees only the person’s own time entries, the Manager role also sees entries for their people and projects, and the Admin role sees the whole account. You can adjust or extend these roles under Settings > Person Roles.
Is there a limit to how many projects or people I can add during the trial?
Is there a limit to how many projects or people I can add during the trial?
No. Beebole’s 30-day free trial includes every feature with no seat limit, so you can add as many projects and people as you need to evaluate it properly. Contact support@beebole.com if you have any questions about the trial.