Keeping client information current helps you deliver a more personalized, professional experience every time. In this guide, you'll learn how to view and update a client's profile.
How to view or edit a contact
Follow these steps to view or edit a client's information:
Click Customers & leads in the navigation menu to access your contact list.
Click the client you want to view or edit. The client's profile will be displayed.
To add or edit information in the client's profile, click the Edit button.
Make the changes, then click Save.
The client profile displays a wealth of useful information to help you anticipate client needs and create a seamless, tailored experience, including:
Contact information
An overview of the client's activity
Leads associated with the client
Bookings, including appointments and classes
Orders
Tasks you've added
Stored payment methods
Notification preferences
