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Managing client details

Gareth Thompson avatar
Written by Gareth Thompson
Updated over 3 weeks ago

You can update client details at any time in Plannr.

Firstly navigate to the desired client page. From here you’ll see an Actions button in the top right. Selecting this brings up a dropdown menu with the option to Update Basic Details.



Choosing this will bring up the client’s details in a format like the one present when creating a client. You can then edit the details as you wish, save when ready and the client’s details will be updated.

If you're looking to add things like new email addresses, home addresses or client phone numbers, you'll see to go to Add New at the top and select the relevant option:


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