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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.
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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
- Go to the Clients section in the top navigation
- Use the search bar to find the client (e.g., “Alice Russell”)
- Click on the client’s name to open their profile
Step 2: Edit personal information
- In the Client Information tab, find the section showing the client’s email, phone, and other details
- Click the pencil icon ✏️ next to the information
- Edit fields such as:
- Email address
- Mobile number
- Communication preferences
- Click Save when you're done
Note: To change the first name or last name, please contact [email protected] — this requires backend assistance.
Step 3: Update payment method
- On the same client profile page, look for the orange card icon labeled “View/Change Card”
- Click it, then select Edit
- Add or update either:
- Credit Card
- Bank Account
- Save the new details
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 [email protected]
