--- title: "Clients" description: "The customer records your bookings, invoices, payments, and discounts all read from: where client data lives and what each page in this section does." canonical_url: "https://requiply.com/docs/en/guides/clients" --- # Clients > The customer records your bookings, invoices, payments, and discounts all read from: where client data lives and what each page in this section does. Clients is where your team maintains the people your business serves — their contact details, pricing discounts, custom field values, and history. It is the source of truth that bookings, invoices, payments, notifications, and discount logic all read from. ## Pages in this section - [**Manage clients**](https://requiply.com/docs/en/guides/clients/manage) — view, search, multi-select, and maintain every client record. Assign a pricing discount to a whole group at once, delete clients that have no bookings, and jump from any row into the add/edit experience. - [**Client details**](https://requiply.com/docs/en/guides/clients/client-details) — one client's full picture: contact record, revenue, profit, pending payments and outstanding debt, their Telegram connection and message history, custom field values, and every booking they have made, grouped into Overdue / Today / Active / Upcoming / History. - [**Calls**](https://requiply.com/docs/en/guides/clients/calls) — the organization-wide call log from Binotel on the web and in the mobile app: missed calls that still need a call back, unknown numbers you can turn into clients, recordings, and call back from your own Binotel line. - [**Debt settlement**](https://requiply.com/docs/en/guides/clients/debt-settlement) — collect everything a client owes across all of their bookings in a single pay-on-pickup balance or online payment link, and settle the underlying booking records in one step. - [**Add or edit client**](https://requiply.com/docs/en/guides/clients/add-or-edit) — create a new client or update an existing one's general information, pricing discount, and custom client fields. Includes a live preview of the client card and supports `from` deep links so other flows (for example, mid-booking) can pop the form and return. - [**Import clients**](https://requiply.com/docs/en/guides/clients/import) — bulk-onboard clients from an `.xlsx` or `.xls` spreadsheet. Download the template, preview parsed rows, see per-row validation errors, and run the import in progressive batches. ## How clients connect to the rest of Requiply - **Bookings** pull from this list when selecting who a booking is for. - **Invoices and payments** reuse the name, email, and phone on the client record for billing documents. - **Pricing discounts** attach to clients here and change the prices that client sees on services. - **Custom entity fields** defined for the **Client** entity level surface as searchable columns on Manage clients and as editable fields on the edit page. - **Notifications** (booking confirmations, reminders) are sent to the email and phone captured on the client — which is why phone numbers must carry a country code — or to Telegram once the client has connected to your bot. - **Payments** roll up per client on the [Client details](https://requiply.com/docs/en/guides/clients/client-details) page, where outstanding debt across every booking can be settled in one payment. - **Sales** of goods (when [Sales](https://requiply.com/docs/en/guides/sales) is on) can carry a client. An unpaid standalone sale adds to that client's debt. ## Client hover card Wherever a booking or a sale shows its client as a name button, hovering the name for half a second opens a **client hover card**. It works on [Manage bookings](https://requiply.com/docs/en/guides/bookings/manage), the booking detail page, the [Sales list](https://requiply.com/docs/en/guides/sales/list), and the [sale page](https://requiply.com/docs/en/guides/sales/sale-page), for members with **Allow client management**.
![The Manage bookings table in dark mode with the hover card open under James Whitfield on booking 20. The card shows a JW initials avatar, the name James Whitfield and 2 bookings, a blurred phone with copy, Viber, WhatsApp and Telegram buttons, a blurred email with copy and Gmail buttons, and Recent bookings listing 20 Oct 2 – 5 New, highlighted, and 17 Sep 25 – 28 New](https://requiply.com/docs/assets/clients/hover-card/hover-card.png)
Hovering a client's name shows how to reach them and what they booked recently, without leaving the list.
The card shows: - the initials, the full name (click it to open [Client details](https://requiply.com/docs/en/guides/clients/client-details)), and how many bookings the client has, for example *2 bookings*, - the phone and email, each with quick buttons to copy, message (Viber, WhatsApp, Telegram), or write an email, - **Recent bookings**: up to five, each with its number, dates, and status. The booking you are looking at is highlighted (hover: *This booking*). Click a number to open that booking, - **All bookings (12)** when the client has more than five, which opens the client page. Move the pointer onto the card to keep it open; it closes a moment after the pointer leaves. If loading fails, the card says *Couldn't load client details. Hover again to retry.* Touch screens do not show the card; tap the name to open the client instead. ## Sitemap See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.