How do I edit a client’s details?
Update contact details, language, address or internal client notes.
Public guide
Update client details
- Open Clients and find the client.
- Open the client profile and choose Edit.
- Change the required contact details, language, address or internal notes.
- Check the email address and phone number carefully for typing errors.
- Choose Save.
Future communication uses the updated details. Existing bookings remain linked to the same client profile.
Do not put medical information in general client notes when the medical module is available; use the protected medical fields instead.