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Update client details

Update a client's details whenever their phone number, email or preferences change.

Edit a client

  1. 1

    Go to Clients and click the edit (pencil) button on the client to open their profile.

  2. 2

    Click the more options (three dots) button and select Edit client profile.

  3. 3

    Update the details you need.

  4. 4

    Click Save.

You can also edit a client from an appointment: click Actions under the client's name and select Edit client details.

Stop Google review requests for a client

If a location has the Google rating boost turned on, clients get a "Review us on Google" link in their thank-you email and text. To leave it out for one client, turn on Skip Google review requests when you edit their profile.