This article is for:
If you'd like to update a customer's record, this can be done from a number of different places. In this guide you will learn how to edit customer records, for information on adding new clients see our help guide How to add new customers.
How to edit customers from the calendar
1
If you're in the calendar, you can click on the customer's name in the appointment pop up to view their record in the calendar sidebar.
2
You can then click the edit button in the side bar to view their profile and make any changes.
3
Click between the tabs to view/update each group of settings.
4
When you are ready, click save to apply.
How to edit customers from the customer tab
1
Head to the customer's tab from the main menu.
2
Search for the customer's record, then click edit.
3
Make any changes as required, then when you are ready, click save to apply.