3.2.3 Edit a Client Profile

Editing client profiles is crucial for maintaining up-to-date information about clients, including contact details, preferences, and project specifications. This ensures personalized service delivery and strengthens client relationships.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/ Admin to edit client profiles within their account settings.

To Edit Client Profile

Steps to Use:

  • Access Client Management: Log in to your AgencyHandy account.

  • Navigate to Clients: Go to the "Clients" section in your account dashboard.

  • Select Client Profile: Click the tick button of the client profile you want to edit.

  • Enter Edit Mode: Look for an "Edit" button at the top right corner. Click on it to enter edit mode for the client profile. A form will pop up.

  • Modify Information: Update the client's details as needed, including name, contact information, or any other relevant data.

  • Save Changes: After making the necessary updates, click the "Update" button to save the changes to the client profile.

Once saved, you will receive a confirmation message indicating that the client profile has been successfully updated.

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