Clients

How to Edit a Client

Update client contact info or notes.

Last updated June 4, 2026

Keep client info current as contacts and details change.

1

Find the Client

Go to Clients and search by name or email.

Find the Client
2

Open & Edit

Click the client name → Edit. Update company name, contact, email, phone, address, or notes.

3

Save

Click Save. Changes take effect immediately.

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Pro tip: If you change the email, they'll need the new one for portal login.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.

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