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Edit Client Details

To edit a client’s details, go to their client page either by clicking Clients in the left-hand menu and selecting their name from the list, or by typing their name into the search bar at the top of the page.

Once on the client’s page, click on the blue edit button for the section you wish to update.

After you have changed the details you wish to update, click the blue Save button, or click Cancel if you want to discard your changes.

From this page you can also change a client’s address or bank details.

If you wish to update a client’s entities, click on the Entities tab at the top of the client page. For more about updating entities, view our help page here.