You may need to edit or adjust the client details from time to time, such as a new phone number or a new address.

💡 Updating a client's phone number will trigger a reminder to update all future appointments and the associated phone number.

  • By clicking yes✔️, the phone number will be updated to the new phone number.

  • Selecting no 🛑, means that the reminder will go to the previous nominated phone number.

Please follow the below steps to adjust, change or edit any client details:

1. Use the main menu and search tab and enter the client's name

2. Client Overview will open automatically, from here you can click straight away on Edit or you can navigate to Details/Referrers

3. You can now adjust any information as required, once finalised scroll up and click on Update Client

💡 If you have accidentally doubled the same client details, you can see further info on merging client files here.

See similar articles regarding your account set up:

📝CRN Number

📝Add a contact to a client file

📝Updating a client's case status

📝Transferring clients between sites

📝Close a client file

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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