> For the complete documentation index, see [llms.txt](https://support.caasie.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caasie.co/account-management/manage-clients.md).

# Manage Clients

This information is only relevant to agency accounts. If you have an advertiser account, you cannot create clients. Please contact our staff at <support@caasie.co> if you need to change your account type.

### How to create a Client on CAASie:

There are a number of ways to create a client in CAASie. The easiest is to click the big plus button in your client page; however, you can also add a client from your home page, and the campaign wizard.

Creating a new client is as easy as pressing the 'add' button and giving your new client a name. You should always use the registered business/trading name for each client.

<div><figure><img src="https://623448466-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVJ9Ac4Ma4kZrz9GzHljg%2Fuploads%2FEo8WRT6QLlcIMjr5HspM%2FClients.png?alt=media&amp;token=e5adcc5c-df46-4bb5-bd80-717186ab2a26" alt=""><figcaption><p>Add a new client from the client home page</p></figcaption></figure> <figure><img src="https://623448466-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVJ9Ac4Ma4kZrz9GzHljg%2Fuploads%2FbNfCdulE2ljnVgoAMjKB%2FClientWizard.png?alt=media&amp;token=c7c5e485-0e79-47dc-95d5-962bd2bd647d" alt=""><figcaption><p>Add a new client from the campaign creation wizard</p></figcaption></figure></div>

### How to manage a Client on CAASie:

Managing clients happens from your client page. There is a handy 'manage' link under every client name in your list to take you to their organisation page.  It works the same way as your own organisation page.&#x20;

<figure><img src="https://623448466-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVJ9Ac4Ma4kZrz9GzHljg%2Fuploads%2FP7BEKiOYxCrTQYEPWwZc%2FManageClient.png?alt=media&amp;token=43bc0155-2154-4436-a905-9a7e2caffa51" alt="" width="563"><figcaption></figcaption></figure>

**General**

This is an overview of the client's available credit and campaigns.

**Billing**

Once in your client's profile, you will be able to access their billing page. This page will contain all the information you need to know about a client's spending, payment methods and invoices for previous transactions in CAASie.

**Organisation Settings**

This is where you keep your client's business details up to date for invoices and important documentation.

You can change the client's name here (make sure it's their registered business/trading name), their address and if you include your client's accounting email, they will also receive transaction invoices via email.

### How to delete a Client on CAASie:

Unfortunately, deleting a client from your agency organisation is not possible. This is to prevent accidents, lost credit, invoices and other client-specific information that may be needed.&#x20;

There are no limits to the number of client organisations you can create, but if you absolutely need a client removed from your organisation, you can contact our team at <support@caasie.co> for assistance.