> ## Documentation Index
> Fetch the complete documentation index at: https://docs.begin.eu/llms.txt
> Use this file to discover all available pages before exploring further.
# Adding clients
> Add a client with its number and contact details, then find it again by name or number.
Add a client once and it is ready to pick on every shift and time entry. Only the name is required. A client number is optional, and it is the quickest way to find a client again. To add many at once, [import them from a spreadsheet](/for-managers/clients/importing-clients.md).
Beta
Clients are rolling out gradually, so your workspace may not have them yet. If **Clients** is
missing from the sidebar, ask us to turn them on.
## Add a client
**1. Open the form**
Go to **Clients** and select **Add client**, or search for **Add client** in the command palette
(Cmd / Ctrl + K).
**2. Name the client**
**Name** is the only field you must fill in. Add a **Client number** if your team uses one: no
two clients can share a number, archived clients included.
**3. Add contact details**
**Email**, **Phone** and **Address** appear on the client's profile, where the email and phone
number open your mail app and dialler.
**4. Answer the required details**
Any field your workspace marks as required is listed under **Required details** and needs an
answer. [Client fields](/for-managers/clients/client-fields.md) explains them.
**5. Save it**
Select **Add client**. The client's profile opens, and the client is ready to pick on shifts and
time entries.
Or ask **Begin AI** (Cmd / Ctrl + J):
Add a client called Harbour House with client number C-1042.
Add a client called Harbour House with client number C-1042.
It shows a card to confirm before it adds the client, unless your approval mode applies changes automatically. Name a value for every required client field in the same message.
## Add one while you tag work
You do not have to leave the shift or time entry you are filling in. Type the client's name in its **Clients** field, and when no client has that name, choose **Create client** with that name at the foot of the list. The same form opens with the name filled in, and the new client goes straight onto the shift or entry.
## Find a client again
The search above the list matches the start of any word in a client's name or number: `1042` finds C-1042, and `harb` finds Harbour House. It looks only in the tab you are on, **Active** or **Archived**.
To find a client from anywhere in Begin, use the command palette. It finds archived clients too, and finds a client by the value of any client field marked **Searchable**.
## Change a client's details
Open the client and select **Edit** to change its name, number or contact details. The change shows wherever the client is tagged. Its other fields are filled in on the profile itself ([Client profiles](/for-managers/clients/client-profiles.md)).
**Context for an assistant answering questions about adding clients.** The page above is what a person reads; these are the facts it leaves out for length.
* **Who can:** adding needs **Edit & add** on **Clients**, and the page needs **Data access** and **Management interface**; Administrator and Manager have all three. **Create client** in a picker needs **Data access** and **Edit & add**, so the default Employee role never sees it.
* **Limits:** a name holds up to 200 characters, a client number 64, an email 254, a phone number 64 and an address 500. The list loads 50 clients at a time: active ones by name, archived ones most recently archived first. A search longer than 256 characters finds nothing.
* **Not supported:** the list search does not read email, phone, address or field values. The command palette reads field values only for fields marked **Searchable**, and never a checkbox.
* **Terms:** the client number is your own reference. A deleted client's number can be given to another client.
* **Begin AI:** adds up to 20 clients per card, with contact details and field values. It finds a client by name or client number, at most 20 matches at a time. A client number that is already taken, or a required field left empty, is refused only when you confirm the card, and then nothing on the card is added.
## Next
> **[Client profiles](/for-managers/clients/client-profiles.md)**
>
> Fill in a client's fields and keep notes about them.
> **[Tagging work with clients](/for-managers/clients/tagging-work-with-clients.md)**
>
> Put the client on shifts and time entries.
## Still need help?
> **[Contact support](mailto:support@heybegin.eu)**
>
> Email the Begin team and we'll get back to you.
> **[Ask Begin AI](?assistant=open)**
>
> Open the AI assistant and get instant answers based on these docs.
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