# Create a client

> Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.

URL: https://www.agencytitan.com/help/clients/create-a-client/

Create a client record from the **Clients** list. Enter **Client Name**, choose **Client Profile**, complete any required fields your agency configured, then open the new client on its **Info Sheet**.

## Who this is for

Agency team members who add client records. Requires the **Create Clients** permission. Without it, **Add Client** does not appear.

## Before you begin

- At least one **Client Profile** template exists for your agency.
- You are signed in to the correct agency workspace.

New to clients and profiles? See [Core Concepts](/help/getting-started/core-concepts/).

## Steps

1. Open **Clients** ([/clients](https://app.agencytitan.com/clients)).

   ![Clients list header showing Bulk Import and Add Client](/docs/screenshots/clients-create-v2/clients-list-step-add-entry.png)

2. Select **Add Client**.

   The **Add Client** modal opens. **Client Name** and **Client Profile** are required.

   ![Add Client modal with empty Client Name and Client Profile fields and disabled Create Client button](/docs/screenshots/clients-create-v2/clients-add-modal-step-empty.png)

3. Enter **Client Name**.

4. Open **Client Profile** and choose the template for this client.

   ![Add Client modal with Client Profile dropdown open listing available profile types](/docs/screenshots/clients-create-v2/clients-add-modal-step-profile-dropdown.png)

5. Fill any additional required fields your agency configured on the client profile.

   These fields appear after the profile loads. **Create Client** stays disabled until required data is valid and field loading finishes.

6. Select **Create Client**.

   ![Add Client modal with Client Name filled, Client Profile set to General, and Create Client enabled](/docs/screenshots/clients-create-v2/clients-add-modal-step-ready.png)

## Expected result

- The new client opens on its **Info Sheet**.
- **Status** defaults to **Active Client** and **Priority** defaults to **Normal**.
- The client appears in your **Clients** list when you return to it.

  ![Client Info Sheet after creation, with Info Sheet selected, identity fields, Active Client status, and Normal priority](/docs/screenshots/clients-create-v2/clients-detail-step-expected-result.png)

## Optional / variants

- Use **Bulk Import** on the **Clients** page when you need to add many records at once.
- After creation, add contacts, notes, and other details from the client **Info Sheet**.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Add Client** is missing | You lack **Create Clients** | Ask a workspace owner to grant **Create Clients** |
| **Create Client** stays disabled | Required fields are empty, invalid, or still loading | Enter **Client Name**, choose **Client Profile**, and complete any agency-required fields. Wait for **Loading required fields...** to finish |
| Extra required fields appear | Your agency marked fields as required on the client profile | Fill those fields before creating the client |
| **Creation Failed** / **No agency selected** | No active agency workspace | Switch to the correct agency or sign in again |
| **Create Client** never enables after choosing a profile | Field validation failed on a required custom field | Check inline errors on required fields below the profile selector |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Find and organize clients](https://www.agencytitan.com/help/clients/find-and-organize-clients/): Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.
- [Update a client](https://www.agencytitan.com/help/clients/update-a-client/): Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.
- [Invite a client portal user](https://www.agencytitan.com/help/clients/invite-a-client-portal-user/): Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.
- [Delete a client](https://www.agencytitan.com/help/clients/delete-a-client/): Remove a client from normal Clients lists with typed DELETE confirmation. Delete one client from the record page or several from the Clients list.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Welcome to AgencyTitan](https://www.agencytitan.com/help/getting-started/welcome/): Sign in, find the main areas of the agency app, and choose a first-week path.