---
title: Adding a New Client
description: "How to add a brand-new client to The Business Assistant."
url: "https://theasst.com/docs/adding-a-new-client/"
updated: "2026-10-05"
category: Clients
---

# Adding a New Client

To add a new client, click **Add new** in the Clients sidebar. This brings you to a blank client record.

![Blank Add Client form](https://theasst.com/wp-content/uploads/2026/09/client-add.webp)

Only **Name** is required (marked with an asterisk). Everything else — address, sales tax code, phone, email, website, and notes — can be filled in now or added later from the client’s own [Client View](https://theasst.com/docs/client-view/) screen.

## Sales Tax Code

If you sell taxable items or services, choose the client’s sales tax code here. Click [here](https://theasst.com/docs/sales-tax/) to read more about setting up sales tax.

## Phone Numbers

You can enter up to two phone numbers on the Client Add screen. After the record is saved, you can add as many as you want by clicking the small folder icon with a plus sign in it. You can also label each number (mobile, work, fax, etc.).

## Saving

Click **Save Changes** at the bottom of the page. Once saved, you’ll be brought into [Client View](https://theasst.com/docs/client-view/) for this client, where you can add contacts, items, and communications, and start creating quotes, orders, and invoices.