Editing a Client Profile

You will edit an existing client when you need to make a change to a client’s profile. 

1. 1. Select Clients to open the drop-down menu, then select Client Management. 

2. 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).  

               

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

          

4. 4. Edit the information and select SAVE. 

                           

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

                                 

6. 6. Make sure that an address is checked as the billing address. Update the information and select SAVE.