> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taliuphq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients

> Create and manage customer records in Taliup HQ, including restoring a deleted client when you reuse the same email.

**Clients** stores customer records you can attach to invoices, Link to Pay, Calendar appointments, and Virtual Terminal payments.

Open **Clients** in the merchant sidebar to get started.

<Frame caption="The Clients list with search, Add Client, and bulk import.">
  <img src="https://mintcdn.com/taliup/EgpHAMjXtUcNt-lf/images/taliup-hq/clients/list.png?fit=max&auto=format&n=EgpHAMjXtUcNt-lf&q=85&s=20813edc52d41aabbc71a5d62e9feadb" alt="Clients page for Michael's Kitchen showing 15 clients with Name, Phone, Address, Notes, and Actions columns" width="1914" height="926" data-path="images/taliup-hq/clients/list.png" />
</Frame>

***

## Prerequisites

The **Clients** feature must be enabled on the entity plan. Ask your ISO admin to enable it in [Plans & Features](/taliup-hq/onboarding/plans-features) if you do not see **Clients** in the sidebar.

***

## Create a client

<Steps>
  <Step title="Open Clients">
    In the merchant sidebar, click **Clients**, then **Create** (or **Add Client**).
  </Step>

  <Step title="Enter details">
    Fill in **First Name**, **Last Name**, and **Email**. Phone, address, business name, and notes are optional.
  </Step>

  <Step title="Save">
    Click **Add Client**.
  </Step>
</Steps>

You can also add a client without leaving **Create Invoice**, **Link to Pay**, **Calendar**, or **Virtual Terminal**. Use the person-plus control next to the client search.

**Email** is required. Taliup uses it to find the customer later and to send invoices or receipts.

***

## Restore a deleted client

Deleting a client hides the record. It does not permanently remove their history.

If you create a client again with the **same email** on the same entity, Taliup finds the previous record and asks you to restore it.

<Frame caption="Restore previous client confirmation after reusing a deleted email.">
  <img src="https://mintcdn.com/taliup/EgpHAMjXtUcNt-lf/images/taliup-hq/clients/restore-confirm.png?fit=max&auto=format&n=EgpHAMjXtUcNt-lf&q=85&s=bb3f41163d36511abe4612c110e86e90" alt="Restore previous client modal for Ava Bennett with Cancel and Restore buttons" width="1916" height="922" data-path="images/taliup-hq/clients/restore-confirm.png" />
</Frame>

<Steps>
  <Step title="Add the client again">
    Use **Clients → Create**, or **Add Client** from an invoice, Link to Pay, Calendar, or Virtual Terminal. Enter the same email as the deleted client.
  </Step>

  <Step title="Confirm the restore">
    When Taliup finds a match, it shows **Restore previous client?** The message names the previous client and explains that restoring reuses their record and brings back invoices, appointments, payments, and other history.
  </Step>

  <Step title="Restore or cancel">
    Click **Restore** to reuse that client. Click **Cancel** to leave them deleted and stay on the form.
  </Step>
</Steps>

After you restore:

* The client keeps the same record (not a second copy of the same email).
* Name and phone from the new form replace the old values.
* Prior invoices, appointments, and payments stay attached.

An **active** client with that email still cannot be duplicated. Taliup shows a unique-email error instead of the restore prompt.

<Tip>
  Restore is the right path when a merchant deleted a customer by mistake and wants their history back. Do not create a second client with a different email if you need the old invoices.
</Tip>

***

## Delete a client

From the Clients list or the client detail page, click **Delete** and confirm the warning.

The client disappears from the list. Recreating them with the same email starts the restore flow above.

***

## Related

* [Invoicing](/taliup-hq/features/invoicing)
* [Hosted Payments](/taliup-hq/features/hosted-payments)
* [Clients on Taliup POS](/taliup-pos/clients)