# Clients overview

> Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.

URL: https://www.agencytitan.com/help/clients/overview/

The **Clients** area is where your agency manages every account you serve. Start on the **Clients** list to scan your roster, then open a client record when you need full context.

## Three terms to know

| Term | What it is |
| --- | --- |
| **Client record** | The live account for one business: status, priority, contacts, tasks, tickets, notes, programs, files, and custom field values. |
| **Client Profile** | The template that defines which fields and defaults apply when you create or edit clients of that type. |
| **Info Sheet** | The default detail view for a client record after you open it from the list. |

Creating a client picks a **Client Profile** template and saves a new **Client record**. Opening that record lands on its **Info Sheet**.

## List to record

1. Open **Clients** to see every client you can access.
2. Use search, **View By**, **Columns**, and **Filters** to find and organize the roster.
3. Select a client name to open its record and work from the **Info Sheet**.

![Client record with Info Sheet selected, Tasks, Tickets, Notes, and Programs navigation, status and priority in the header, details rail, and profile sections](/docs/screenshots/clients-create-v2/clients-detail-step-expected-result.png)

## Client record anatomy

- The header shows the client name plus status, priority, tags, assignment, and time zone.
- **Info Sheet** shows the sections and fields defined by the assigned **Client Profile**.
- **Tasks**, **Tickets**, **Channel**, **Notes**, **Forms**, **Views**, and **Credentials** keep client-specific work and context together when your permissions allow them. **Channel** is the internal Chat conversation for that client. See [Chat overview](/help/chat/overview/).
- **Programs**, **Billing**, **Users**, **Integrations**, **History**, and **Settings** provide additional client controls when your permissions allow them.
- The details rail repeats core client values and provides section navigation on the Info Sheet.

The **client portal** is a separate signed-in surface where external contacts can access shared work and conversations for client accounts linked to them.

## Guides in this category

## Related articles

- [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.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [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.
- [Work with client notes and folders](https://www.agencytitan.com/help/clients/client-notes-and-folders/): Create rich-text notes on a client record, find important notes, and organize them with folders, pins, favorites, types, tags, and attachments.
- [Add a program to a client](https://www.agencytitan.com/help/clients/client-programs/): Subscribe a client to a published program and review the visible billing, date, task pick-up, one-time task, and backfill choices before saving.
- [Find a client's tasks and tickets](https://www.agencytitan.com/help/clients/client-linked-work/): Open the Tasks and Tickets views on a client record, understand what appears there, and continue work in the main task or ticket area.
- [Create custom client fields](https://www.agencytitan.com/help/clients/create-custom-client-fields/): Add custom fields on Client Fields so client records can store the data your agency needs, then place them on a Client Profile layout.