# Add a client

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.

{% hint style="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.
  {% endhint %}

***

## Add a client from the Clients tab

1. Open **Clients**, then select **Add client**. 

<figure><img src="/files/VU6x1Mi2kodaaJxihKn3" alt=""><figcaption></figcaption></figure>

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).

<figure><img src="/files/TXtrXOm7wJvst2tby64R" alt=""><figcaption></figcaption></figure>

3. Select **Save** to create the profile.

***

## Add a client while scheduling an appointment

1. &#x20;From the **Calendar** → click on an empty time slot and **select Appointment.**
2. Click **Create Client**.&#x20;

<figure><img src="/files/nz233LFQmG9sTA4oElbJ" alt=""><figcaption></figcaption></figure>

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.&#x20;

***

**Tip**

* Where available, you can also create a client directly from the **Client** picker by choosing **Create client** in the dropdown.

<figure><img src="/files/KiLvC4yOeaWH1EAASMxw" alt=""><figcaption></figcaption></figure>

***

Need every client field explained? See **All client fields** in our [Client field reference](/using-caspen/clients/client-fields-reference.md).

***

Related article:

* [Add custom client fields](/using-caspen/settings/add-custom-client-fields.md) – Create custom client fields that go beyond Caspen’s default fields.


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