How do I edit a client?

There are a couple of ways you can edit a client. The first way is by finding the client in your list of clients on the main Clients screen, and selecting “Edit” from the Action menu (cog icon) at the end of the client's table row.

The second way is by navigating to the client's Client Details screen and clicking the “Edit Client” button in the upper right of the screen.

This will bring up the Edit Client form. Make your edits and click the "Save Changes" button.

To learn more about Clients view the Client support articles.