How to Edit an Existing Client’s Details

How to Edit an Existing Client’s Details

Need to update contact info or preferences? Here’s how:

1. From the home screen, open the Clients section.
2. Search for the Client by their name, email, or phone number.
3. Open their profile.
4. Click edit, This opens their full record card.
5. Update contact info, preferences, notes, or marketing options.
6. Tap “Save” Your changes are now saved.
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Accurate details improve communication and service.
All changes are logged automatically for future reference.

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