Home 👥 Client Management 👤 Edit a Client’s Details Within an Appointment

👤 Edit a Client’s Details Within an Appointment

Last updated on Oct 11, 2025

Need to make a quick update to a client’s information while viewing their appointment? Here’s how to do it in just a few taps.


✨ Here’s How

  1. Open the Appointment

     Click or tap on the client’s appointment in your calendar.

  2. Edit the Client’s Details

     • Select the client’s name within the appointment window.

     • Tap Edit in the top-right corner.

     • Update the client’s information as needed.

  3. Save Your Changes

     • Tap Save once you’re done.

     • The updated details will be saved instantly across your account.


✅ All set! You’ve successfully updated your client’s details right from the appointment window.