# Client Management

Adding, importing and merging client records, consent and opt-outs, and client files

The client record is where Diarybook keeps a person's contact details, appointment and attendance
history, group and waiting list memberships, messages, progress notes and files. Every reminder is
sent to the numbers and addresses on that record, so the record has to be accurate before the
messages can be.

Clients are in the **Clients** area, which has **Clients**, **Client Groups**, **Waiting Lists**
and **Deleted**. Deleted holds client records that have been deleted. An account administrator can
restore a deleted client within 90 days of the deletion.

## The pages

- [Adding and Editing Clients](/docs/clients/adding-and-editing-clients/): creating a client record
  and keeping it up to date.
- [Importing Clients](/docs/clients/importing-clients/): bringing existing client records in from
  a spreadsheet.
- [Phone Numbers in Excel](/docs/clients/phone-numbers-in-excel/): keeping phone numbers intact when client data
  passes through Excel and CSV files.
- [Merging Duplicate Clients](/docs/clients/duplicate-clients/): finding and combining records for
  the same person.
- [Consent and Opt-Outs](/docs/clients/consent-and-opt-outs/): the Stop List, the opt-out
  instruction and the STOP keyword.
- [Client Files](/docs/clients/client-files/): storing documents against a client record in
  Secure Files, and the permissions that control access.

Waiting lists are also reached from the Clients area. They have their own section:
[Waiting Lists](/docs/waiting-lists/).

## Pages in this section

- [Adding and Editing Clients](https://diarybook.com/docs/clients/adding-and-editing-clients/): Adding and Editing Clients in Diarybook
- [Client Files](https://diarybook.com/docs/clients/client-files/): Storing documents against a client record in Secure Files — uploading, downloading, deleting, and the permissions that control each.
- [Consent and Opt-Outs](https://diarybook.com/docs/clients/consent-and-opt-outs/): how to automatically handle opt-out requests in diarybook
- [Importing Clients](https://diarybook.com/docs/clients/importing-clients/): How to import client records into Diarybook from a spreadsheet
- [Merging Duplicate Clients](https://diarybook.com/docs/clients/duplicate-clients/): managing duplicate client records
- [Phone Numbers in Excel](https://diarybook.com/docs/clients/phone-numbers-in-excel/): Keeping phone numbers intact when client data passes through Excel and CSV files

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Source: https://diarybook.com/docs/clients/