> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zyme.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Client

> Manage your client list in zyme; add new clients, organize them with labels, and keep track of key details.

## Overview

The **Clients** page allows you to manage the people you work with. Clients can be added automatically when
they book a workflow, or manually when you want to keep track of someone directly. This section helps you centralize client information and build stronger relationships.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/zyme-b6636c57/images/clients_1.png" alt="Clients Page" noZoom class="inline-block rounded-lg" />

## How clients are added

There are two ways clients appear in your list:

* **Automatic** – If **Auto-add booker to Clients** is enabled in your [Preferences](/preferences), anyone who books one of your workflows will be added here.
* **Manual** – You can also add a client yourself by clicking the **New** button and entering their details.

## Adding a client manually

<img src="https://mintlify.s3.us-west-1.amazonaws.com/zyme-b6636c57/images/clients_2.png" alt="Clients - Add Client" noZoom class="inline-block rounded-lg" />

<Steps>
  <Step title="Click + New">
    On the Clients page, click the **+ New** button in the top right corner.
  </Step>

  <Step title="Fill in details">
    Enter information such as:

    * **Email** (required)
    * **Name** and **Phone**
    * **Description** (context about the client or project)
    * **Preferred channel** (e.g., Email, Phone)
    * **Labels** to categorize and organize clients
  </Step>

  <Step title="Save">
    Click **Create** to add the client to your list.
  </Step>
</Steps>

## Managing clients

Once a client is in your list, you can:

* **Search & filter** – Use the search bar or label filters to quickly find clients.
* **Edit details** – Update client information at any time.
* **Add labels** – Tag clients by type (e.g., VIP, Prospect, Company).
* **Delete clients** – Remove clients from your list if they are no longer relevant.