1. To quick edit your clients details from the overview tab, click the three dot menu on your client card.

2. Click quick edit.

3. From here, you can edit your client's name, gender, date of birth, phone number and email.

4. Click save once you've made your edits.

5. Click the three dot menu again to access your client's global profile.

6. Click view global to open the global profile.

7. You can now edit all of your client's details from their global profile. This data will remain in your database.

Next step: Practice