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# How to add and edit a client (desktop)

In this article, you will learn how to add a new client or edit an existing client profile through the Zoyya partner web app on desktop. A client profile brings together contact details, appointments, and related client records.

**PLATFORM_SWITCH:** [Desktop](https://help.zoyya.com/en/article/how-to-add-and-edit-a-client-desktop-g2jmw2/) · [Mobile](https://help.zoyya.com/en/article/how-to-add-a-client-mobile-1tiqx9a/)

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## When should you use this option?

Use it when you need to record a new client, save contact details and notes, or set the client's communication preferences.

## Add a client

1. Open **Clients**.
2. Click **New client**.
3. Enter the client's **Name**. This is the only required field.
4. Add an email address if needed. After it is entered, you can send the client an invitation and enable appointment reminders by email.
5. Add a mobile number if needed. After it is entered, you can enable appointment reminders by SMS.
6. Enter any other available personal or contact details.
7. Use **Comment** for information or preferences that should remain visible with the client profile. The comment is for internal staff work and is not shown to the client. Do not confuse it with an appointment note or a message intended for the client.
8. Turn on the advance-payment request option only when it should apply to this client. For the full setup, see [Prepayments - setup and use (desktop)](https://help.zoyya.com/en/article/prepayments-setup-and-use-desktop-eweiho/).
9. Click **Save**.

The client is immediately available for new appointments.

|| Important: An email address or mobile number is required for communication through that channel. SMS reminders also require available SMS credits and enabled SMS notifications.

## Edit an existing client

1. Open **Clients** and select the client.
2. In the first tab, identified by the client's name, change personal or contact details, the comment, or available sending preferences.
3. Click **Save**.

New contact details are used for future communication. A scheduled manual reminder uses the contact details and sending permission that apply when it is sent; details are available in [How to manage client reminders (desktop)](https://help.zoyya.com/en/article/how-to-manage-client-reminders-desktop-gl67cr/).

Changing client details does not rewrite previously issued receipts or change the time, services, or employee on existing appointments.

## Frequently asked questions

### Must all client details be entered immediately?

No. Only **Name** is required. Optional information can be added during creation. You can edit it later from the client profile.

### When does the invitation option appear?

It appears after an email address is entered.

## Related

* [How to send an invitation to a client (desktop)](https://help.zoyya.com/en/article/how-to-send-an-invitation-to-a-client-desktop-tundq2/)
* [How to view client appointments (desktop)](https://help.zoyya.com/en/article/how-to-view-client-appointments-desktop-15sa17v/)
* [How to set up notifications for clients and locations (desktop)](https://help.zoyya.com/en/article/how-to-set-up-notifications-for-clients-and-locations-desktop-1aom40j/)
* [How to use SMS reminders (desktop)](https://help.zoyya.com/en/article/how-to-use-sms-reminders-desktop-2t7m2c/)
* [How to block or delete a client (desktop)](https://help.zoyya.com/en/article/how-to-block-or-delete-a-client-desktop-1nsdfjb/)
* [How to merge duplicate clients (desktop)](https://help.zoyya.com/en/article/how-to-merge-duplicate-clients-desktop-10bmngm/)
* [How to view a client's loyalty program (desktop)](https://help.zoyya.com/en/article/how-to-view-a-clients-loyalty-program-desktop-1hh2h4/)
* [How to manage client reminders (desktop)](https://help.zoyya.com/en/article/how-to-manage-client-reminders-desktop-gl67cr/)
* [How to manage client attachments (desktop)](https://help.zoyya.com/en/article/how-to-manage-client-attachments-desktop-9gvfwo/)
* [How to view products sold to a client (desktop)](https://help.zoyya.com/en/article/how-to-view-products-sold-to-a-client-desktop-1rfdwtw/)