---
title: "Add and edit clients"
slug: "add-and-edit-clients"
updated: 2026-08-17T13:12:30Z
published: 2026-08-19T08:32:27Z
canonical: "docs.grassfish.com/add-and-edit-clients"
---

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

# Add and edit clients

Add a DOOH client for each client that you sell ad spaces to.

Your DOOH clients can be either agencies or direct clients.

## Add a DOOH client

To add a new DOOH client, perform the following steps:

1. In IXM One, go to **DOOH > Bookings**.
2. In the **Clients** pane, click **+** at the bottom of the pane.
3. In the **Create new client** dialog, specify the following properties:

| **Client number** | Specify the client number. This number appears, for example, on business proposals or invoices. |
| --- | --- |
| **Company** | Specify the company. This information is mandatory. This name appears, for example, on business proposals or invoices. |
| **DOOH user group** | Select a user group from the dropdown menu. If the user who creates the client belongs to only one [DOOH user group](/grassfish/docs/set-dooh-user-groups), that group is automatically added and no selection is possible. |
| **VAT ID** | Enter the client's value-added tax (VAT) ID. |
| **Use VAT** | Select this option if a client has to pay VAT. VAT may not be the same for all clients, for example, if their companies are registered in another country. |
| **Company number** | Enter the company number. This number appears, for example, on business proposals or invoices. |
| **State** | The state is **Active** and read-only. |
| **Type** | Select **Agency** or **Direct** **client** from the dropdown menu. This information is mandatory. Note that agencies have an agency discount in addition to the default discount. Therefore, they have a [NET and NETNET price](/grassfish/docs/create-bookings#create-a-booking-item). |
| **Language** | Select the client's language from the dropdown menu. The language is used for business proposals and order confirmations. |
| **Default discount %** | Specify the default discount for each new booking with this client in percent. You can change the discount directly in a booking if needed. |
| **Agent discount %** | Specify the agent discount in percent. This option is only available for agencies. The discount is for new bookings and can't be changed in the booking. |
| **Use yearly bonuses** | Select to specify yearly client bonuses: - **To annual sales**: maximum sales total that can be used for the yearly bonus. - **Bonus (%)**: percentage of the yearly bonus that can be assigned. Your DOOH administrator must [enable this option in the DOOH system parameters](/grassfish/docs/set-dooh-system-parameters). |
| **Client reference ID** | Specify a client reference ID. The ID is used as a default value in bookings. |
4. Switch to the **Contact information** tab and specify the following properties:

| **Street** | Specify the street of the client's office. |
| --- | --- |
| **Postal code** | Specify the postal code of the client's office. |
| **City** | Specify the city of the client's office. |
| **Country** | Specify the country of the client's office. |
| **Phone number** | Specify the phone number of the client. |
| **Email** | Specify the email address of the client. |
| **Contact persons** | Click on **Edit contact persons** to edit an existing contact or add a new one. |
5. Switch to the **Invoice information** tab and specify the **Invoice address**.
6. Click **Save** to save your changes.

![](https://cdn.document360.io/e2b87f73-d9f5-43cb-8182-2641762664fd/Images/Documentation/add-and-edit-clients-image-257017qk.png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A17%3A44Z&se=2026-11-06T21%3A17%3A44Z&sr=c&sp=r&sig=pB%2BYVEhVDnJV010o5%2B%2BaJj35%2Fkd3URQ%2Fs5uTql%2BlNS8%3D)

## Edit a DOOH client

To edit an existing DOOH client, perform the following steps:

1. Go to **DOOH > Bookings**.
2. In the **Clients** pane, double-click on the client. Alternatively, select a client and click ![](https://cdn.document360.io/e2b87f73-d9f5-43cb-8182-2641762664fd/Images/Documentation/add-and-edit-clients-image-5o1ix0ct.png?sv=2026-02-06&spr=https&st=2026-11-06T20%3A17%3A44Z&se=2026-11-06T21%3A17%3A44Z&sr=c&sp=r&sig=pB%2BYVEhVDnJV010o5%2B%2BaJj35%2Fkd3URQ%2Fs5uTql%2BlNS8%3D) **Edit client** at the bottom of the client window.
3. In the **Edit client** window, make your changes.
4. Click **Save** to save your changes.