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How to Edit Client Information
How to Edit Client Information

How to change a client's address, phone number, website, contacts, etc.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

If you need to change or add some client information, here's how to do it!
1. Go to the Clients area.

2. Select the client you'd like to edit to open their client page.

3. Hover your cursor over the client's name and click the pencil icon that pops up.

This will open a modal where you can edit the client's name, image, address, phone number, and other defaults.

Please click 'Update Client' to save your changes.

If you find yourself unable to Edit clients, make sure that the "Create and Edit Clients and Projects" permission is turned on under Settings > Team.
Hope this helps - let us know if you have any questions!

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