# How do I create and fill out a client record?

URL: https://help.sweb.so/en/pro/clients/create-a-client-record
Mis à jour: 2026-07-03T00:00:00.000Z

You create a client from **Clients**, the **Add** button, entering at least their first and last name. Their record then fills out with contact details, notes and tags, appointment history, and consent forms, all accessible from their detail page.

## Add a new client

From the **Clients** list, the **Add** button opens a panel. First and last name are required. You can also enter phone, email, date of birth, address (with autocomplete), and an emergency contact.

- If a valid email or phone number is entered, a **default communication channel** block appears: email, SMS, or WhatsApp.
- A duplicate check runs automatically as you type: if a matching client already exists, a warning blocks saving until you resolve it.

## Linking to an existing account

If the email or phone entered already matches an existing Sweb account, a neutral confirmation box offers to link that account to your studio, without displaying that account's information, for confidentiality. You confirm, and the client is created linked to that account.

## Fill out the client record

Once the client is created, their record (`/clients/:id`) brings together everything you need to know.

- **Contact details**: editable directly on the record if the client doesn't have a Sweb account on the user side; read-only otherwise.
- **Notes and tags**: a short note and tags to find this client quickly (preferences, particulars).
- **Appointment history**: the list of past appointments, with any reviews left.
- **Consent forms**: every appointment requiring consent appears here, signed or pending signature.
- **Stats and active projects**: visible in the side column, along with the client's status and loyalty level.

## Book an appointment or contact the client

From the record, the **Book appointment** button opens the appointment creation panel directly with the client already selected. The message icon takes you to messaging with this same client pre-selected.

## Edge cases

**The Save button stays disabled.** Check the duplicate warning: you either need to fix it, or view the existing record instead of creating a new one.

**The client's contact details aren't editable.** That's normal if this client has a Sweb account on the user side: their contact details belong to them and stay read-only on your record.

**I can't deactivate a client.** Check your permissions: deactivating a record is limited to roles allowed to edit clients.