Update your client's details/profile?

Modified on Tue, 5 Nov, 2019 at 10:08 AM

To update your customers details:

  • On the home screen start typing your customers name
  • Customers matching what you have typed will be shown
  • Select your customer from the returned list and click on 'update details'
  • You will be taken to your Customers profile page
  • Click on the 'amend' icon at the top of the page
  • Update the editable fields as required
  • Click on the 'save' icon at the top of the page.


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