# Add & edit a contact

> Create a single contact and keep its details up to date.

_Source: https://hexafloww.com/docs/contacts/add-edit-contact_

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Use this when you have one or a few contacts to add by hand. For a list, use [Import contacts from a CSV](https://hexafloww.com/docs/contacts/import-contacts-csv.md).

## Add a contact

1. **Open Contacts → Clients → New Client.** Go to `/admin/clients/new`.
2. **Fill in the details.** Give an email *or* a phone number — one of the two is required. Add name, date of birth, gender, location, occupation, company, and any custom fields you use.
3. **Assign segments (optional).** Add the contact to one or more segments now, or do it later.
4. **Save.**

> [!NOTE]
> There's no WhatsApp opt-in switch on this form. WhatsApp consent is recorded from a real opt-in — an inbound message, a `wa_opt_in` column on a [CSV import](https://hexafloww.com/docs/contacts/import-contacts-csv.md), or the API — so you can't hand-set it here.

## Edit a contact

Open any contact from the clients list to see their full profile: details, professional info, WhatsApp/email consent status, segment membership, campaign history, and automation enrollments. Use the **Edit** button to change their details; add or remove segments straight from the profile.

> [!NOTE]
> Editing a contact's email changes how they're matched on future imports. If two records are actually the same person, use [Find & merge duplicates](https://hexafloww.com/docs/contacts/duplicates.md) instead of editing.

## Custom fields

Any field beyond the standard ones (email, name, phone, company, location, occupation, gender, date of birth) is a **custom field**. You can reference custom fields in email and WhatsApp templates and in dynamic segment rules.