Edit Client
Easily update your clients' details, including their name, groups, and notes. Follow these steps to access the edit feature and make changes to keep your client information up-to-date.
- Open Clients Screen:
To edit a client, follow these steps to access the Clients screen:- Click on the Record Navigation Card featuring clients on your dashboard.
- Alternatively, you can navigate through the drawer menu by selecting Communication and then Clients.
- Click on Settings Icon:
- Find the client you would like to edit.
- Click on the settings icon located on the right side of the client, or hold down the client to reveal more options.
- Click on Edit:
- In the card that opens from the bottom, click on the tile labeled Edit.
- Update Client Details:
- On the Edit Client screen, you can update the client's name, groups, and notes.
- After making the necessary changes, click the "Update Client" button.
The client's details will be updated in the system immediately.