> For the complete documentation index, see [llms.txt](https://docs.plextrac.com/plextrac-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plextrac.com/plextrac-documentation/product-documentation/clients/creating-a-client.md).
# Creating a Client
The "Create New Client" modal allows users to input essential information, such as the client's name, logo, point of contact, client notes, tags, and custom fields.
Users can create a comprehensive profile for each client, enabling efficient data collection, organization, and management within PlexTrac.
Step 1: From the **Clients** module home page, click **New client**.
Step 2: A modal appears with the following fields:
1. **Client Logo**: To represent the client visually, drag an image or click the designated box to navigate to a picture on the computer.
2. **Client Name (required)**: Enter the client or project name that will identify this data collection throughout PlexTrac.
3. **Point of Contact**: Enter the resource's name to contact about the data collection.
4. **Point of Contact Email**: Enter the resource's email address. If the email of a current PlexTrac user is entered, this person is added as a client user with the analyst role. If the person creating the client adds themselves as the point of contact, their default tenancy role (i.e., admin) is assigned. All roles [can be adjusted](/plextrac-documentation/product-documentation/clients/manage-client-users.md#changing-user-roles).
5. **Client Description/Details**: Enter any pertinent information to help provide users context.
6. **Tags**: Enter any tags associated with the client (new or existing). Any special characters will be removed, and any spaces will be replaced with an underscore (\_).
7. **Add Custom Field**: Enter additional fields and values needed to enhance the client's management.
Step 3: Click **Submit**.
The new client now appears on the Clients module home page.
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