> ## 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.
# Client profiles
> Read a client's details, fill in its fields where they sit, and keep notes on its timeline.
Open a client from **Clients** to see what Begin holds about them. **Overview** has the client's details and fields, **Timeline** its notes and history, and **Shifts** and **Time** the work tagged with it, which [Seeing work by client](/for-managers/clients/seeing-work-by-client.md) covers.
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.
## Read and fill in the details
**Details** shows the client number, email, phone and address, and **Edit** changes them. Below it, each field group has a card of its own, and fields outside a group share a card called **Custom fields**.
Fill in a field where it sits. A switch saves as you flip it and a choice as you pick it; text saves when you press Enter or click away. There is no Save button, and the change shows at once.
A required field can be changed but not emptied. An archived field appears only on clients that already hold a value for it, marked **Archived**, and nobody can change it there.
## Keep notes on the timeline
**Timeline** lists the notes your team writes about the client together with its history: who added or edited the client, archived or restored it, set one of its fields, or added it to a shift or time entry. The newest is at the top.
Write a note in the box above them. Type `@` to mention a person, department, position or location, and use **Attach file** to add files. Each note has its own reply box, so the conversation about it stays in one thread.
To change a note or reply, open its **Comment options**: **Edit** appears on your own, and **Delete** on your own or, with **Moderate comments**, on anyone's.
A note or reply notifies the people it mentions and everyone who has written notes or replies on this client before, as long as they can open the client. Search lists notes under **Shift, timesheet and client comments**. A result, like the notification, opens the timeline at that note.
Or ask **Begin AI** (Cmd / Ctrl + J):
Add a note to Harbour House that the gate code changes on Monday.
Add a note to Harbour House that the gate code changes on Monday.
It shows a card before it posts the note under your name, whatever your approval mode, and it cannot attach files.
> [!NOTE]
>
> History about a shift or time entry you cannot see is left out of your timeline. Two people can
> read a different history for the same client, and neither is missing anything they are allowed to
> see.
**Context for an assistant answering questions about client profiles.** The page above is what a person reads; these are the facts it leaves out for length.
* **Who can:** a profile needs **Data access** and **Management interface** on **Clients**. Filling in a field needs **Edit & add**. On the **Comments** row, **View comments** reads notes (without it the timeline shows history only) and **Add comments** writes notes and replies. Only a note's author can edit it.
* **Where:** each tab has its own address, so a link opens that tab. On a phone the profile replaces the list, and **Back to client list** returns to it. **Edit** moves into the profile's menu there.
* **Limits:** a text field holds up to 2,000 characters, a note 10,000, and an attached file 25 MB. The timeline loads 30 rows at a time. A history row for a changed phone number or address says it changed without showing either value.
* **Not supported:** resolving a note, as a shift comment can be. **Edit** changes only the name, client number and contact details; every other field is changed on the profile.
* **Terms:** a history row made by Begin AI carries **Performed via AI**; one Begin made itself names **System** as the person.
* **Begin AI:** reads a client's details, field values and notes. It sets or clears field values, up to 20 per card, and writes, edits or deletes notes and replies, never with files. After a chat reads a client, its later changes always ask first.
## Next
> **[Client fields](/for-managers/clients/client-fields.md)**
>
> Decide which fields every profile has, and how they are grouped.
> **[Seeing work by client](/for-managers/clients/seeing-work-by-client.md)**
>
> Read the shifts and time a client's work adds up to.
## 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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