Updating a client’s profile is simple and intuitive. Whether you’re changing a phone number, adding a note, or adjusting preferences, everything is accessible in one place for smooth, stress-free management. Keeping client information current helps you deliver a more personalized, professional experience every time.
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.
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
