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How can I edit or delete a client?

Managing your client list is simple, whether you're on web or mobile. Follow the steps below to quickly update or remove a client.

Written by Simon

You can edit or delete a client directly in Accountable, both on the web app and on the mobile app. Follow the steps below for your platform.

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On the web app

  1. Go to the Revenue section

    Find it in the left-hand menu.

  2. Open your client list

    Click on the "Clients" tab.

  3. Select a client

    Choose the client you want to edit or delete.

  4. Make your changes

    Update the client's information or delete the client as needed.

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On the mobile app

  1. Open the main menu

    Tap the menu icon on the left-hand side.

  2. Access your client list

    Select "Client list".

  3. Edit or delete a client

    • Swipe left to edit client details

    • Swipe right to delete the client

✅ Good to know: All changes are saved instantly.

Need help? Chat with us or email support@accountable.eu, we're happy to help.

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