> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/client-crm/client-details.md).

# Client Details

## How to add a Client

#### STEP 1: Click the Client menu as shown in the picture

<figure><img src="/files/NwlrWAvrsAgscrsW3yty" alt=""><figcaption></figcaption></figure>

#### STEP 2: Press the New Client button in  the  right corner&#x20;

<figure><img src="/files/rDkgb50nZVh0heiU7A81" alt=""><figcaption></figcaption></figure>

#### STEP 3: Fill up the required Details&#x20;

<figure><img src="/files/Dhf9ZjIEz9VecyuMRxbw" alt=""><figcaption></figcaption></figure>

#### STEP 3: After filling all the details press Save button in the bottom

<figure><img src="/files/pEd4CZAebIpQD0TUYYC3" alt=""><figcaption></figcaption></figure>

## &#x20;How to edit Client

#### STEP 1:Click the edit button of the Client you want to edit&#x20;

<figure><img src="/files/pfIbtxvGVDXG0CGcbDKW" alt=""><figcaption></figcaption></figure>

#### STEP2:Edit the profile in the you want

<figure><img src="/files/kOSnVHHaIClWy3mI5wjU" alt=""><figcaption></figcaption></figure>

#### STEP 3:After editing the Client details Click the Update button to save the changes

<figure><img src="/files/8SFq2uXrAZjSD2dgCPiY" alt=""><figcaption></figcaption></figure>