Editing Client Details
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to update/edit client details.

1. On the Menu, click Contacts to open the Clients page.

2. On this page, you can view the client’s details at a glance.

3. To quickly find a contact, you can use the Find a client… search bar. Simply enter a client keyword (i.e. First Name, Last Name, etc.) and press the Enter key on your Keyboard.

4. Find and click the More Options [...] button in line with the selected client.

5. A sub-menu will expand, select Edit Client to access the Edit Client Details window.

6. In this window, you can update/edit the client details.

7. After updating/editing the client details, click the Save Changes button.

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