Updating a clients contact information

Quickly update your clients contact information on the Client page.

Here's how to update your clients contact information:

  • Go to the Client page and click on the client you want to change.
  • Click on the edit icon (a pen icon) to update their name, phone number and/or email address.
  • If you need to update their medical records, click on Client Info, edit any info and click on Save.