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Edit a Client

Client information can change over time—updated locations, new websites, or refreshed descriptions. Here's how to keep your client details current.

Steps

  1. Click on Clients in the left-side menu. You'll see all clients created and assigned to you.
  2. Find the client you want to edit.
  3. Click the three-dot menu (⋮) next to the client's name and select Edit Client.
  4. Make the changes you need — you can update the client's name, website, location, description, or any other details.
  5. Click Update to save your changes.

Your updated information will show up right away.