You can update client details at any time, so that you always have up-to-date information in your client base.

In order to edit client details:

  1. Click Clients in the left sidebar:
  2. Find the client whose details you'd like to update and click their name. You can use the search bar above the list:
  3. Click the Edit button:
  4. Update the required details.
  5. Click Save.