Updating client details

This article will help you understand how to update client details.

Updating client details on the web application

To update details for a client on the web application simply:

1. Select the client you want to update from the Clients tab
2. Click About to open up the Client Details page
3. Click the Edit button in the top right corner
4. Make any edits to the profile and click Save in the top right corner

Updating client details on the mobile/tablet application

To update details for a client on the web application simply:

1. Select the client you want to update details for from the home screen
2. Tap the Client Details button below their name
3. Tap the Edit icon by the field you want to update
4. Once you have made the update tap Save edit