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# Clients

Reception.ai keeps a client record for everyone who calls, books, or orders. Your receptionist uses these records to recognize returning callers and manage their bookings.

## How clients are created

Clients are created or updated automatically when:

* A caller books, orders, or leaves a message and shares a usable phone number
* A customer books or orders on your booking page
* You add a client manually with **Add client**

## Client list

Open **Clients** in the sidebar. Search by name, phone, or email, and filter by the date the client was added. Clients with an appointment today show its time.

## Client details

Each client record contains:

* **Contact details**: name, phone, and email.
* **Notes**: up to 5,000 characters, visible to your receptionist.
* **Upcoming bookings** and **Recent bookings**. Select **Cancel all upcoming bookings** to cancel them at once.
* **SMS reminders**: whether this client receives SMS. Clients who reply STOP are opted out and can only opt back in by texting START.
* **Block**: prevent this client's number from reaching your receptionist.

## Interaction timeline

The timeline lists everything that has happened with the client: calls, website conversations, messages, bookings created, cancelled, or rescheduled, orders, emails, reminders, SMS sent and received, and confirmations.

From the timeline you can:

* **Send SMS** to the client. See [Notifications and SMS](/docs/reception-ai/features/notifications#sending-an-sms-to-a-client).
* **Add** a manual interaction, such as a walk-in visit, with type, channel, description, date, service, staff member, and asset.
* Open the related booking, order, or conversation.

## Deleting a client

Deleting a client permanently removes their interactions, visit history, and all of their appointments. This cannot be undone.

> **Note**
>
> If you use Calendly or Cal.com, bookings are managed there, but clients are still created in
> Reception.ai. To sync callers to your CRM, see [HubSpot](/docs/reception-ai/integrations/hubspot).