How to edit and contact a client

Open a client's file to change their details or to contact them quickly via WhatsApp, SMS or a call.

Step 1 — Open the client

In the client list, tap the client you want.

Step 2 — Edit the name and phone number

Tap the row with the name (it has a pencil icon), change the name or the number, then tap Save.

Step 3 — Add notes

Tap the Notes row and write your observations.

Step 4 — Fill in the email

Tap the E-mail row and enter the email address.

Step 5 — Set the birthday

Tap the Birthday row, pick the date and save.

Step 6 — Contact the client

Tap the Contact via ... button and choose WhatsApp, SMS or a call.

Optional: The contact button only appears if the client has a phone number saved.