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Updating/Managing Your Client Profiles
Updating/Managing Your Client Profiles

Learn more on how to update your client profile!

Updated over a week ago

Client Profile

The client profile is where you can access all the specific information about your clients. To access this information, simply click on the client's profile image.

Once you are on the client's profile page, you can edit their personal information such as their first name, last name, unit preference, and birthdate. You can also view their email address.

When onboarding a client, it is important to ensure that the time zone is accurate as it affects the timing of push notifications and scheduled messages. You can view and edit the client's time zone under their profile information.

In addition to personal information, you can also manage and update the client's profile picture and intake form directly from their profile page.

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