# Create a client [DEPRECATED: Use create an account route]

**POST /api/v1/client**




## Servers
- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Authentication methods
- Personal access token & O auth2


## Parameters
#### Headers
- **X-PLANNR-ACCOUNT-UUID** (string)
  



## Body parameters
Content-type: application/json

- **title** (string)
  Title
- **first_name** (string)
  First Name
- **middle_name** (string)
  Middle Name
- **last_name** (string)
  Last Name
- **maiden_name** (string)
  Maiden Name
- **email** (string)
  Email address
- **phone** (string)
  Clients primary phone number
- **assigned_adviser_uuid** (string)
  The UUID of the employee that the client directly reports to
- **assigned_administrator_uuid** (string)
  The UUID of the adviser employee that the client has been assigned
- **assigned_paraplanner_uuid** (string)
  The UUID of the paraplanner employee that the client has been assigned
- **introduced_by_uuid** (string)
  The UUID of the introducer for this client
- **send_welcome_email** (boolean)
  Set to true if you would like Plannr to send an email to the client on account creation
- **date_of_birth** (date)
  Date of birth
- **gender** (string)
  Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown
- **ni_number** (string)
  National Insurance Number
- **nickname** (string)
  preferred nickname of the client
- **target_retirement_age** (integer)
  Target retirement age.
- **pronouns** (string)
  Pronouns
- **smoker_status** (string)
  Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown
- **residential_status** (string)
  Residential status
- **country_of_residence** (string)
  Country of residence
- **marital_status** (string)
  Marital Status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown
- **is_vulnerable** (string)
  whether the client is vulnerable.  Possible values are: "yes", "no", and "possibly"
- **is_prospect** (boolean)
  Denotes if the client is a prospect or not.
- **prospect_converted_at** (date)
  The datetime when the prospect was converted into a client.
- **value** (integer)
  The value of the client in penny format. E.g £5,000 would be 500000.
- **is_uk_resident** (boolean)
  Whether the client is a UK resident or not.
- **is_uk_domicile** (boolean)
  Whether the client is a UK domicile or not.
- **expected_retirement_age** (integer)
  The expected retirement age.
- **state_retirement_age** (integer)
  The state retirement age.
- **nationalities** (array[string])
  Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.
- **vulnerability_details** (string)
  Any details regarding the client's vulnerabilities.
- **third_party_offered** (boolean)
  Whether the client has been offered any third party.
- **procedure_adaptation** (boolean)
  Whether any procedures need to be adapted to the client.
- **adaption_details_notes** (boolean)
  Any notes regarding adaptations
- **client_preferences** (string)
  Any client preferences.
- **current_state_of_health** (string)
  The client's current state of health.
- **state_of_health_explanation** (string)
  Explanation of the current state of health.
- **cigarettes_daily** (integer)
  The amount of cigarettes the client smokes a day.
- **smoker_since** (date)
  The date of when the client started smoking.
- **long_term_care_needed** (boolean)
  Whether the client required long term care.
- **long_term_care_notes** (string)
  Notes on the client's long term care.
- **has_will** (boolean)
  Whether the client has a will or not.
- **will_notes** (string)
  Notes on the client's will.
- **will_last_reviewed** (date)
  The date of the last time the will's been reviewed.
- **has_power_of_attorney** (boolean)
  Whether the client has power of attorney.
- **power_of_attorney_notes** (string)
  Notes on the client's power of attorney.
- **first_contact_date** (date)
  The date of the first contact.
- **units_of_alcohol_weekly** (integer)
  The units of alcohol digested weekly.
- **height** (integer)
  The height of the client in centimeters.
- **weight** (integer)
  The weight of the client in pounds.
- **health_notes** (string)
  Notes on the client's health.
- **has_iht_planning** (boolean)
  Whether the client has Inheritance Tax (IHT) planning or not.
- **iht_planning_notes** (string)
  Notes on the client's Inheritance Tax (IHT) planning.
- **has_gifted_family** (boolean)
  Whether the client has gifted the family.
- **gift_notes** (string)
  Notes on the gifts.
- **is_anticipating_inheritance** (boolean)
  Whether the client is anticipating/ expecting any inheritance.
- **anticipating_inheritance_notes** (string)
  Notes on the client's inheritance anticipation/ expectations.
- **next_review_date** (date)
  Date of next review
- **previous_review_date** (date)
  Date of previous review
- **anniversary_review_date** (date)
  Anniversary review date
- **is_will_accurate** (boolean)
  Does your current will reflect your wishes?
- **will_executors** (string)
  Who are the executors?
- **will_location** (string)
  Where is the will stored?
- **will_bequests_detail** (string)
  Details of any Bequests
- **is_poa_registered_epa_or_lpa** (string)
  Is the Power of Attorney Registered as a EPA or LPA
- **are_poa_appointed_for_health_or_wealth** (string)
  Are the Attorneys appointed for Health, Wealth or Both?
- **poa_attorney_appointed_at** (date)
  When were the Attorney’s appointed?
- **will_poa_details** (string)
  Who are the Attorney’s?
- **are_poa_documents_registered** (boolean)
  Are the documents registered?
- **will_gifts_details** (string)
  Notes of gifts
- **groups** (array[string])
  Group UUIDs to sync client to.
- **is_in_receipt_of_your_state_pension** (boolean)
  Are you in receipt of your State Pension
- **has_obtained_a_forecast** (boolean)
  Have you recently obtained a forecast
- **date_of_forecast** (date)
  What is the date of the obtained forecast
- **projected_state_pension** (integer)
  What is the projected State Pension
- **years_of_national_insurance_contributions** (integer)
  How many years have you made Nation Insurance Contributions
- **pension_notes** (string)
  Notes on the pension
- **status_uuid** (string)
  The status of the client.
- **date_of_marriage** (date)
  Date of marriage
- **is_deceased** (boolean)
  Denotes if the client is deceased
- **deceased_at** (date)
  Date of death
- **is_married_to_partner** (boolean)
  Denotes if the client is married to their partner
- **checked_sanctions_at** (date)
  Date the client was checked for sanctions
- **lead_source** (string)
  Marks the lead source of the client
- **write_to_whom** (string)
  Marks the name of the client to write to
- **passport_number** (string)
  The passport number of the client
- **do_not_contact_via_fax** (boolean)
  Denotes if the client can be contacted via fax
- **do_not_contact_via_mail** (boolean)
  Denotes if the client can be contacted via mail
- **do_not_contact_via_sms** (boolean)
  Denotes if the client can be contacted via SMS
- **do_not_contact_via_email** (boolean)
  Denotes if the client can be contacted via email
- **do_not_contact_via_telephone** (boolean)
  Denotes if the client can be contacted via telephone
- **do_not_visit** (boolean)
  Denotes if the client can be visited
- **do_not_market** (boolean)
  Denotes if the client can be marketed to
- **client_regulatory_classification** (string)
  The regulatory classification of the client. Possible values are: retail_client, professional_client, eligible_counterparty, not_applicable and unknown
- **external_reference** (array[string])
  A third-party external reference to attach when creating the model. The third party must be one of the following: adviser_office, aj_bell, be_iq_organisation, cash_calc, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, octopus_money, p1, parmenion, seccl, smartsearch, soderberg and transact_remuneration

## Responses
### 200: 

#### Body Parameters: application/json (object)
- **uuid** (string)
  The UUID of the resource.
- **created_at** (string)
  The timestamp of when the resource was created.
- **updated_at** (string)
  The timestamp of when the resource was updated.
- **type** (string)
  Account type
- **role** (string)
  Account role
- **first_name** (string)
  First name
- **last_name** (string)
  Last name
- **name** (string)
  Name
- **email** (string)
  (Deprecated - Please use primary_email instead). The email of the account.
- **photo_url** (string)
  URL for initial avatar image
- **firm** (object)
  Firm
- **primary_phone_number** (object)
  Primary phone number
- **primary_email** (object)
  Primary email
- **current_time_entry** (object)
  Current time entry
- **assigned_adviser** (object)
  Assigned adviser
- **assigned_administrator** (object)
  Assigned administrator
- **assigned_paraplanner** (object)
  Assigned paraplanner
- **introduced_by** (object)
  Introduced by
- **groups** (array[object])
  Groups
- **tags** (array[object])
  Tags
- **owners** (array[object])
  Accounts that own this account
- **first_contact_date** (string)
  First contact date
- **next_review_date** (string)
  Next review date
- **previous_review_date** (string)
  Previous review date
- **anniversary_review_date** (string)
  Anniversary review date
- **with_login** (boolean)
  Denotes whether the account has a login to Plannr
- **has_joint_account** (boolean)
  Denotes whether this account belongs to a joint account too
- **can_be_deleted** (string)
  Denotes if the account can be deleted
- **joint_account_circle** (object)
  This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.
- **circles** (array[object])
  The circles the account belongs to
- **ownership_percentage** (integer)
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
- **inactive_at** (string)
  Inactive from date
- **custom_fields** (array[object])
  Any custom fields on the model.
- **external_references** (array[object])
  The external references that have been added to the client.


[Powered by Bump.sh](https://bump.sh)