Use the edit option to update a contact’s name, email address (used as their login username), demographic details, or to enable text notifications.
Select Contacts in the Left-Hand Menu.
Search for the Contact and select the Contact's Name to view their record.
Select Details.
Select the ellipses (three dots) in the upper right-hand corner.
Select Edit Contact and fill out the fields with the updated contact information.
To edit Additional Details, select the down-arrow.
Select Update Contact.
Changing a Contact’s Email Address
Clients cannot update their own email addresses in Liscio. If a client contacts you requesting an email change, follow the steps below:
In the left-hand menu, select Contacts.
Search for and select the contact whose email needs to be updated.
Go to the Details tab.
Click the ellipsis (three dots) in the upper-right corner and choose Edit Contact.
Update the email address.
Click Update Contact to save your changes.
What Happens Next?
Liscio will automatically send an invitation email to the new email address.
A confirmation email will be sent to the old email address, showing both the previous and updated email addresses.
There is no need to manually send a reset password link.
The client will be prompted to create a new password, after which they can log in to their existing Liscio account using the updated email.