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Updating a clients contact information

Created: Feb. 1, 2022, 12:24 a.m. Last updated Feb. 1, 2022, 9:48 p.m.

Updating a clients contact information

Easily update your clients phone or email address

Here's how to update your clients contact information:

  • Go to the Client page and click on the client you want to change.
  • Click on the edit icon (a pen icon) to update their name, phone number and/or email address.
  • If you need to update their medical records, click on Client Info, edit any info and click on Save.
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