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Editing basic client information

Client Profile, Edit Client, Basic Info

Updated over 10 months ago

You can edit basic client information on the client profile page. To edit basic information:

1. Go to the client profile page.

2. Click on Edit Client and make the necessary changes.

Instructions:

To change the address, you can either insert the address manually in the field and click on show location on map, or you can drag the map below the pin until it is in the correct location. Don't forget to save your changes.

If for some reason, after you save the changes, the basic information form might be showing the wrong details. You have to manually update the city, town, postcode, and country.

Upload Logo

You can also upload the client logo on the main page of the profile, by clicking on the pencil icon on the left side, above the client’s name and basic details. Choose the picture from your computer and click on Upload.

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