Editing a client's details

Changing a client's name, email address, pronouns, or phone number.

Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

You can change the information in a client’s profile any time.

  1. From your dashboard, click on the client whose details you want to edit to get to their client profile.

  2. Click on the settings icon next to the client’s name.

  3. This opens the Edit client window. Make changes, and click Update.

  4. Your client’s details are now updated.

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