Editing Client details

Below you can learn how to edit the case by video or step by step instructions.

In order to edit client details go to the Home Screen.

Then select the triangle button which will dropdown the clients in a case.

Next select the blue edit client button which is to the right of the client in the client list.

A window will appear. From here you can edit the client details such as name, language, and date of birth.

Please note that if you have selected the option to hide client data when you log in, then you will not be able to edit the client details.

If you wish to edit client details then uncheck the hide client data option and log in again.