Skip to main content

Edit Client Details

Update your Client Information

Updated over a month ago

Quick Video Tutorial:

Step by Step Guide

2. Click on the "Clients" tab.

3. Click on the client you would like to update information for.

4. Click "Edit".

Alert! If you client has created a GIC account, you will not be able to edit their email.

Your client will have to update their email in their account if they need to change it. If they have not created their account yet you will be able to edit their email.

5. Edit any details you would like to.

6. Click "Update" once you are done editing the information.

Have thoughts or feedback? We'd love to hear it! πŸ™‹β€β™€οΈπŸ™‹β€β™‚οΈ
Share your thoughts with us through the Feedback Survey here.

Need more help? πŸ†˜

Find support options here, or send us an email: help@getincontract.com.

Did this answer your question?