> For the complete documentation index, see [llms.txt](https://bundus.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bundus.gitbook.io/help/clients/add-a-client.md).

# Add a client

Add a client to keep their contact details, billing address, and booking history together in Bundus.

### Add the client

1. From the left menu, open **Clients**.
2. Select **Add Client**.
3. Enter the client’s **Name**. This is the only field marked as required.
4. Enter their **Email**, **Phone**, and **Company** if you have them. These fields are optional.
5. Use **Notes** for information your team may need when working with this client. Notes are optional and should not contain sensitive information.

![The Add New Client panel completed with example contact information](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-0de441742dc03f929ac755325a8e4dfcad7ff1b3%2F01-client-contact.jpg?alt=media)

6. If you need the client’s address on invoices or other formal billing documents, select **+ Add billing address**.
7. Enter the address information you have. **Address line 2**, **State**, and **Postal code** are marked as optional. Check that the correct **Country** is selected.
8. Select **Create Client**.

![The optional billing address fields and Create Client button](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-ee5e13e48a079c4365cfdf87a4a8518a75054324%2F02-client-billing-address.jpg?alt=media)

### What happens next

Bundus closes the form, displays **Client added**, and adds the client to the **Clients** page. The list can show the client’s company, email address, and phone number beneath their name.

![The Clients page showing saved clients and available contact details](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-fd1cf82c305efa6bda60b5564156f695b47c5700%2F03-client-added.jpg?alt=media)

### If something does not work

#### I cannot create the client

Check that **Name** is not empty. The remaining fields are optional when you first create the client.

### Related guides

* [Create your first booking](/help/getting-started/create-your-first-booking.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://bundus.gitbook.io/help/clients/add-a-client.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
