How do I update Client information?

Managing your clients and updating their information can all be done in the Client List section. If you haven't already done so, add clients to your Client List and use the steps below to manage your existing clients.

How to edit existing Clients

1. Navigate to your Client List by clicking on the Client icon on the side menu
   
2. Find the Client and click on them to open up the side panel
3. Now, you can either:
   • Click the Edit Client button on the top right
   • Click on the Actions dropdown and click Edit Client
4. Click the relevant tabs and update the information
5. Click Save

Please note: You can delete clients by clicking the Delete button when editing, and this will archive them. The other way to do this is to click on the Actions dropdown and click Delete. This will then archive the Client so past appointments are still visible in the Appointment Calendar and Appointments in the Sales section. 

However, all future appointments booked by the Client will be cancelled.

Adding notes to a Client

1. Navigate to your Client List by clicking on the Client icon on the side menu
   
2. Find the Client and click on them to open up the side panel
3. Click on the Actions dropdown and click Add Note
4. Input any information that would be helpful for your Team Members to know about this client and/or their pets
5. Click Save