Edit Client Profile

Edit an existing Client to make a change to a Client’s profile.

  1. Select Clients to open the dropdown menu, then select Client Management.

    Client Management

  2. Select the Client by clicking in the blank space in the row of the Client’s name to enter the Client's profile (do not select the plus sign to open the profile).

    Client Management

  3. Select the pencil icon , ADD CONTACT button, or three dots to make edits.

    Client

  4. Edit the information and select the SAVE button.

    Edit Identifiers

  5. When editing an Address or Phone Number, select the three dots , then select Edit.

    Addresses Phone Numbers

  6. Make sure that an address is checked as the billing address. Next, update the information and select the SAVE button.

    Edit Address and Phone Number