3.2.5 Edit a Client Profile
Last updated
Last updated
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.
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.
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.
