How to Edit a Client

How to Edit a Client

1. Click "Client" from Sidebar Menu.




2. A list of all of your clients will appear. Click on the row for the client you want to edit.




3.  A pop-up will appear. Click on "Edit" in the upper right corner to make changes to the client.






















    • Related Articles

    • Adding Client Addresses

      1. Click "Clients" from Sidebar Menu. 2. A list of all of your clients will appear. Click on the client row you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Preferences

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Relationships

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client that you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and ...
    • Adding Client Notes

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...
    • Adding Client Loyalty Programs

      1. Click "Clients" from the Sidebar Menu. 2. A list of all of your clients will appear. Click on the client you want to edit. 3. A pop-up will appear. Click "Edit" in the top right of the page. 4. Scroll down to "Additional Information" and select ...