> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/clients/add-a-client.md).
# Add a client
This guide shows how to add clients by creating profiles that store their information in one place.
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 %}
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## 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.
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## 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.
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**Tip**
* Where available, you can also create a client directly from the **Client** picker by choosing **Create client** in the dropdown.
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Need every client field explained? See **All client fields** in our [Client field reference](/using-caspen/clients/client-fields-reference.md).
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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.
