> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients

> Manage your active client households — the paying families you serve.

Clients are active, paying [households](/records/households/overview) in your book. Each client has a [review schedule](/records/clients/reviews), [portfolio analytics](/records/clients/portfolio) from linked [custodian accounts](/records/accounts/custodian-accounts), and assets under management (AUM) tracking.

From the sidebar, you can also jump to the [people list](/records/people), [review manager](/records/clients/reviews), and [past clients](/records/clients/past-clients).

## The clients list

The clients list shows all active client households in your book. Click **Clients** in the sidebar to open it.

The default columns are **Client**, **Email address**, **Phone number**, **Tier**, **Tags**, **Client since**, **Latest email interaction**, and **Last meeting**. You can add columns for **LinkedIn**, **Date of birth**, **AUM**, **Next meeting**, review dates, location, and more.

Quick filter chips at the top let you filter by **Tags** and **Tier**. Click **Filter** for advanced filtering across additional fields including email, name, location, age, meetings, review dates, touchpoints, and any [custom fields](/records/households/custom-fields) configured for your book.

For full details on customizing columns, filters, sorting, saved views, search, and exporting, see [Data views](/records/data-views).

## Create a client

<Steps>
  <Step title="Click + New client">
    In the top-right corner of the clients list.
  </Step>

  <Step title="Enter the client's details">
    Fill in the **First name**, **Last name**, **Email**, **Phone**, and phone **Type**. Either a first name or email address is required.
  </Step>

  <Step title="Click Create" />
</Steps>

The new client appears in the list. Slant automatically creates a household with the person you entered as the head of household.

<Tip>
  Toggle **Create more** at the bottom of the form to keep it open after creating a client, so you can add multiple clients in a row.
</Tip>

You can also create a client by [promoting a prospect](/records/households/overview#converting-between-types).

## Bulk actions

Select one or more clients using the checkboxes on the left side of the list. A selection bar appears at the bottom with these actions:

* **Tier** — Change the tier for all selected clients
* **Add to project** — Start a [project](/activity/projects/overview) for each selected client
* **Bulk email** — Send a [bulk email](/records/bulk-email) to all selected clients (limit of 100 recipients)
* **Add tag** — Apply a tag to all selected clients

Click the **...** menu in the selection bar for additional actions:

* **Convert to prospect** — Move selected clients to the [prospects](/records/prospects) list
* **Archive to past client** — Move selected clients to [past clients](/records/clients/past-clients)
* **Add to sequence** — Enroll selected clients in an email [sequence](/platform/sequences/overview)
* **Update custom field** — Set a [custom field](/records/households/custom-fields) value across all selected clients
* **Change owner** — Assign a different team member as owner
* **Rename households** — Rename selected households using a naming template
* **Move to another book** — Transfer selected clients to a different book (admins with multiple books only)
* **Delete** — Permanently delete all selected clients and their data

<Warning>
  Deleting clients removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone. To confirm, type the uppercase phrase shown in the dialog (for example, `DELETE 5 CLIENTS`) to enable the **Delete** button.
</Warning>

## AUM tracking

Assets under management (AUM) is calculated automatically for clients with [linked custodian accounts](/records/clients/portfolio). The total is the sum of market values across all linked accounts and updates with each nightly custodian sync.

AUM appears as an optional column on the clients list and on the client detail page when custodian accounts are linked.

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between the clients list and the households sub-item?">
    They are the same page. **Households** in the sidebar under **Clients** takes you to the clients list. The sub-items — **People**, **Reviews**, and **Past clients** — provide quick access to related views.
  </Accordion>

  <Accordion title="Can I create a client without an email or phone number?">
    Yes. The only requirement is either a first name or an email address. You can add contact details later from the [household detail page](/records/households/overview#the-household-detail-page).
  </Accordion>

  <Accordion title="How is AUM calculated?">
    AUM is the total market value of all custodian accounts linked to the client. It updates automatically with each nightly custodian sync. If no custodian accounts are linked, AUM is blank.
  </Accordion>

  <Accordion title="Can I see all clients across multiple books?">
    Yes. Switch to the **All books** view using the book selector in the top-left corner. The clients list will show clients from all books you have access to, and a **Book** column appears in the table.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Reviews" icon="calendar-check" href="/records/clients/reviews">
    Track and manage client review schedules
  </Card>

  <Card title="Past clients" icon="archive" href="/records/clients/past-clients">
    View and restore archived clients
  </Card>

  <Card title="Portfolio" icon="chart-pie" href="/records/clients/portfolio">
    View custodian account balances and holdings
  </Card>

  <Card title="Data views" icon="table" href="/records/data-views">
    Customize columns, filters, and saved views
  </Card>
</CardGroup>