--- title: How to Edit a Client's Personal or Account Information description: account info --- [Skip to content](https://support.hapana.com/kb/article/685#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # How to Edit a Client's Personal or Account Information ## Overview Need to update a client’s email, phone number, or payment details? This guide shows you how to quickly access a client’s profile and make updates to their personal or billing info. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/52f91815852942c48ef6ce8f4cdb7ac4) Or preview it below: --- ## Prerequisites Before you begin: - You must have **admin or staff access** to the **Clients** section - The client must already exist in the system - If you need to change a client’s **first or last name**, you’ll need to contact support --- ## Step-by-step instructions ### Step 1: Find the client 1. Go to the **Clients** section in the top navigation 2. Use the search bar to find the client (e.g., “Alice Russell”) 3. Click on the client’s name to open their profile ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443795133_76c7891e_image-20250523143034-160-1.png?width=2048&height=1273&name=1759443795133_76c7891e_image-20250523143034-160-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443796752_8578f6d1_image-20250523143057-161-1.png?width=2048&height=1273&name=1759443796752_8578f6d1_image-20250523143057-161-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443798547_a88586c6_image-20250523143108-162-1.png?width=2048&height=1273&name=1759443798547_a88586c6_image-20250523143108-162-1.png) --- ### Step 2: Edit personal information 1. In the **Client Information** tab, find the section showing the client’s email, phone, and other details 2. Click the **pencil icon ✏️** next to the information 3. Edit fields such as: - **Email address** - **Mobile number** - **Communication preferences** 4. Click **Save** when you're done ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443800077_911cf25f_image-20250523143129-163-1.png?width=2048&height=1273&name=1759443800077_911cf25f_image-20250523143129-163-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443801781_967efae9_image-20250523143140-164-1.png?width=2048&height=1273&name=1759443801781_967efae9_image-20250523143140-164-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443803444_cd0d4235_image-20250523143152-165-1.png?width=2048&height=1273&name=1759443803444_cd0d4235_image-20250523143152-165-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443804987_19fc4cba_image-20250523143206-166-1.png?width=2048&height=1273&name=1759443804987_19fc4cba_image-20250523143206-166-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443806563_3f5ad4ae_image-20250523143226-167-1.png?width=2048&height=1273&name=1759443806563_3f5ad4ae_image-20250523143226-167-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443808149_51c48633_image-20250523143238-168-1.png?width=2048&height=1273&name=1759443808149_51c48633_image-20250523143238-168-1.png) > Note: To change the first name or last name, please contact [support@hapana.com](mailto:support@hapana.com) — this requires backend assistance. --- ### Step 3: Update payment method 1. On the same client profile page, look for the **orange card icon** labeled **“View/Change Card”** 2. Click it, then select **Edit** 3. Add or update either: - **Credit Card** - **Bank Account** 4. Save the new details ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443809727_a3b8bb75_image-20250523143324-169-1.png?width=2048&height=1273&name=1759443809727_a3b8bb75_image-20250523143324-169-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443811266_2b544acf_image-20250523143335-170-1.png?width=2048&height=1273&name=1759443811266_2b544acf_image-20250523143335-170-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443812979_a2f4b2d8_image-20250523143430-171-1.png?width=2048&height=1273&name=1759443812979_a2f4b2d8_image-20250523143430-171-1.png) --- ## Expected outcome Your client’s contact and payment information will be updated instantly, ensuring accurate billing and communication going forward. --- ## FAQs **Q: Can clients edit this info themselves?** A: Clients can update some details via the app, but key updates like name changes and billing info are managed by staff. **Q: What if I can’t see the “View/Change Card” button?** A: Check your permission level or contact your admin to ensure your role has access to billing functions. **Q: Can I edit emergency contacts or custom fields too?** A: Yes — if your setup includes those fields, they will be editable from the **Client Information** tab. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana