Editing a client

1. Navigate to Client Management Page.


2. Enter the client name in the search box. Then, select the client name once it appears below.

3. On the window prompt, click the Edit button.

4. In the Edit Client window, you can add or change the following:

  • First and last name (required)

  • Email address (required)

  • Phone numbers

  • Home Address

  • Birthdate.

  • Gender.

  • Company

  • Job Title

  • Website URL

  • Social Media Link

  • Related Names

  • Discounts

  • Assigned Staff Member

5. Click the Update button.


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