> ## 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.

# Create and edit a client

> Add a new client, update details, review activity, and delete a client.

## Create a client

<Steps>
  <Step title="Open Clients">
    From Home, tap **Clients**, then **Add New**.
  </Step>

  <Step title="Enter details">
    On **New Client**, fill in:

    | Field                                                                       | Required |
    | --------------------------------------------------------------------------- | -------- |
    | **First Name**                                                              | Yes      |
    | **Last Name**                                                               | Yes      |
    | **Email**                                                                   | Yes      |
    | **Phone**                                                                   | No       |
    | **Address**, **Unit #**, **City**, **Region**, **Country**, **Postal Code** | No       |
  </Step>

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

<Frame caption="New Client form.">
  <img src="https://mintcdn.com/taliup/zqVv3-IptkrmHLQb/images/taliup-pos/clients/new-client.png?fit=max&auto=format&n=zqVv3-IptkrmHLQb&q=85&s=ed8b5341378f2beb92ac863b6725dd58" alt="New Client form" width="1440" height="3120" data-path="images/taliup-pos/clients/new-client.png" />
</Frame>

## Client portal

Opening a client shows **Client** with two tabs:

### Edit details

Helper text: **Update customer details below, then tap Save Changes.**

Sections:

* **Basic Info**
* **Contact**
* **Address** (can **Edit address** / **Hide address**)
* **Notes** — **No notes on file.** or existing notes; **Add a note**

Bottom actions:

* **Save Changes** (while editing)
* **Edit Details** (from Activity)
* **Delete Client** → confirm **Proceed to deleting this client?**

If you delete a client in **Taliup HQ** and add them again with the same email, HQ asks to [restore the previous client](/taliup-hq/features/clients#restore-a-deleted-client) so invoices and other history come back.

### Activity

Use **Activity Menu** to switch sections:

| Section          | Empty state                            |
| ---------------- | -------------------------------------- |
| **Invoices**     | No invoices found for this client.     |
| **Transactions** | No transactions found for this client. |
| **Appointments** | No appointments found for this client. |
| **Orders**       | No orders found for this client.       |

**Quick Summary** chips can show **Invoices**, **Transactions**, and **Total Paid**.

## Related

* [Attach from Register](/taliup-pos/clients/attach-from-register)
* [Link To Pay](/taliup-pos/link-to-pay)
* [Calendar](/taliup-pos/calendar)