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Updating a clients contact information

Created: Feb. 1, 2022, 12:24 a.m. Last updated July 2, 2025, 2:25 p.m.

Easily update your client's phone or email address.

Updating a clients contact information

Easily update your client's phone or email address.

Here's how to update your client's contact information:

  1. Go to the Client page and click on the client you want to change.
  2. Click on the Contact Details tab to update their name, phone number and/or email address.
  3. Clicking on other tabs (Medical Aid, More information etc) will allow you to add/edit more personal information about your client.
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