Editing client details

How to edit a client

1. Go to Clients
2. Click on the client's name to open their profile
3. Click Edit or the pencil icon
4. Make your changes
5. Click Save

What you can edit

• Name
• Email address
• Phone number
• Service type
• Amount due
• Session schedule
• Notes

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Changing a client's email

If your client's email changes, update it in their profile. Future reminders will go to the new address.

Note: This doesn't affect any portal links you've already shared. Those will still work.

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Updating amounts due

When you need to update what a client owes:

1. Open their profile
2. Click Edit
3. Change the amount
4. Save

The new amount will appear on their next reminder and in their portal.

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Related: Recording manual payments