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Update a client's contact details

Change a client's email, phone number or address from their profile, and what changing their email does to how they sign in.

In the app

Clients[client]ProfileContact DetailsEdit

Reading time

About 1 min

Before you start

Check the new details with the client first. A typo in an email address means they can’t sign in.

A client's record. Their contact details are on the Profile tab.

In the sidebar, select Clients and open the client.
Select the Profile tab.
On the Contact Details card, select Edit. The Edit Contact Details window opens.
Change what you need: Email, Phone Number, Street Address, City, Postcode or Country.
Save your changes.

The profile updates straight away. Their appointments, notes and invoices stay exactly where they were. Nothing is duplicated.

Changing their email changes how they sign in. From now on the client signs in with the new address. They aren’t sent anything to say so, so tell them yourself.
SMS opt-outs are recorded against a phone number. If a client opted out on their old number, reminders will go to a new number unless they opt out again.

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