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Edit Existing Client Information
Edit Existing Client Information

Changing Client Info on File, Address Change, Update Phone Number, Update Email

Beatty W avatar
Written by Beatty W
Updated over a week ago

Watch the Video Below or Scroll Down for Written Instructions

1. Start from the Clients tab

2. Click the name of the client that you want to edit or use the search bar to find a specific client

3. Click Edit under the client information on the left-hand side of the screen

4. Now change or add any information as needed.

5. Once updates are complete, click Save Client on the bottom right

::Note:: If you are unable to see the Edit button on a client profile, it is due to not having the correct permissions set. Please ask your account owner to update your permissions accordingly. ::Note::

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