Edit a client

This guide outlines the steps to follow to edit the information of an existing client from their client profile.

From the main menu, click on “Clients” to access the full list of clients in the database.

Use the search bar to find the relevant client.
You can enter a name, phone number, or any other relevant criteria.

Once the client is found, click on their row to open the detailed client profile.

In the client profile, click the pencil icon located in the top right corner of the screen.
This will allow you to make the necessary changes.

Update the client’s information as needed (e.g., contact details, client type, preferences, etc.).

Once the changes have been made, click the “Save” button in the top right corner of the screen to save your updates.