How do I edit a client's details?

Update a client's contact details or notes at any time.

Steps

1. Click Clients, then click the client's name.
2. Click Edit.
3. Change the fields you need.
4. Click Save changes, or Cancel to discard.

Tips

• If saving fails, you'll see "Could not save the client." Try again in a moment.

Related articles

• How do I find a client?
• How do I delete a client?