# Add a client
> This guide shows how to add clients by creating profiles that store their information in one place.
Source: https://support.caspen.com/clients/manage-clients/add-a-client
Documentation index: https://support.caspen.com/llms.txt
This guide covers the different ways to add a client:
- [Add a client from the Clients tab](#add-a-client-from-the-clients-tab)
- [Add a client while scheduling an appointment](#add-a-client-while-scheduling-an-appointment)
## Before You Begin
Below are a few quick points to keep in mind when adding a client.
- **Required fields:** First name and last name.
- **Recommended:** Add date of birth, email, and primary phone number.
> **Info:**
>
> Why the recommend fields matter:
>
> - Online bookings and client portal: Together with the client’s name, these fields are used to automatically match returning clients to the correct profile.
> - Avoiding duplicates: Add date of birth, email, and a primary phone number to help distinguish clients with similar names and reduce duplicate client records.
---
## Add a client from the Clients tab
1. Open **Clients**, then select **Add client**.
2. **Enter all necessary client details**. The client’s **first and last name** are required when adding or editing a client. Optionally add **date of birth**, **email**, and **primary phone** (recommended).
3. Select **Save** to create the profile.
---
## Add a client while scheduling an appointment
1. From the **Calendar** → click on an empty time slot and **select Appointment.**
2. Click **Create Client**.
3. **Enter all necessary client details**. The client’s first and last name are required when adding or editing a client. Optionally add date of birth, email, and primary phone (recommended).
4. Select **Save** to create the profile and return to the appointment.
---
**Tip**
- Where available, you can also create a client directly from the **Client** picker by choosing **Create client** in the dropdown.
---
Need every client field explained? See **All client fields** in our [Client field reference](https://support.caspen.com/clients/manage-clients/client-fields-reference).
---
Related article:
- [Add custom client fields](https://support.caspen.com/settings/general/add-custom-client-fields) – Create custom client fields that go beyond Caspen’s default fields.
