---
title: "Create and Edit Clients"
url: "https://kb.teambookapp.com/en/article/create-and-edit-clients"
language: "en"
last_updated: "2026-08-13T11:57:51.829Z"
---

# Create and Edit Clients

*Note: only Planners and Administrators can create and edit Clients*

**Client** is an *optional* information that can be entered in each project master data. This information can then be used for eg. to [filter](https://kb.teambookapp.com/en/article/filter-data) the planning or also to [group the projects by client in the planner view (grouped by project)](https://kb.teambookapp.com/en/article/project-grouped-view-and-milestones). You may as well [share your planning](https://kb.teambookapp.com/en/article/share-the-project-resource-plans-with-clients) with your clients.

To create, ie add, or edit a **Client**:

1.  Go to the **Projects** section
2.  Click on **Manage Client** button

![](https://cdn-assets.productfruits.com/de740b42-95ad-4e6e-bbc6-3e8c175dcede)

On the new pop-up screen, you may now

-   Enter a **New Client** or simply **Edit** an existing client
-   For each client, you may enter / edit a Name and, optionally a Mail and/or Phone Number. 
-   **Deactivate** the client
-   Use the **share** icon on the right to create a URL link. This can be sent (mail, DM,...) to [share the planning](https://kb.teambookapp.com/en/article/share-the-project-resource-plans-with-clients) for all projects assigned to this client