FAQ - Edit a client
1. How do I access a client’s profile?
Go to the “Clients” tab, then use the search bar to find the desired client.
2. How do I edit a client’s information?
Once the client profile is open, click on the pencil icon in the top right corner to make changes.
3. What information can I edit?
You can edit fields such as:
- Address
- Phone number
- Company information
- Other personal or professional details
4. How do I save the changes?
After making the changes, click “Save” at the top right of the profile.
5. Can I cancel the changes before saving?
Yes.
You can click “Cancel” if you do not wish to save the changes made.