Client Details
How do I edit client information?
Need to update a client's contact details or add missing information? It's easy to make changes.
Let's Edit Their Information
- Go to Clients and find the client you want to update
- Click on their name to open their profile
- Click the Edit button or find the field you want to change
- Make your updates to any information that needs changing
- Click Save and you're all set!
Good to Know
- Only team members with edit permissions can make changes to client profiles
- Changes are saved immediately and visible to others with access
- The client's history and past documentation isn't affected by profile updates
Related Topics
- How do I add a new client?
- What do the columns on the Clients page mean?
How do I manage a client's wallet?
The wallet feature lets you track payments, deposits, and balances for each client.
Let's Add a Wallet Transaction
- Find the client in your client list and click the three-dot menu in the Actions column
- Click Wallet to open the wallet management screen
- Choose the Direction by clicking Incoming if money is being added, or Outgoing if money is being deducted
- Enter the Amount using numbers only, with decimals if needed
- Pick the Type from the dropdown, which includes Credit Card, Cash, Bank Transfer, Check, Google Pay, Apple Pay, Refund, or Adjustment
- Check the Payment Date which auto-fills with today's date but can be changed
- Add any Comments like a reference number or reason for the transaction
- Click Add and you're all set!
Good to Know
- Incoming means money added to the wallet like deposits or payments received, while Outgoing means money deducted
- Use Refund when you're returning money to the client, and Adjustment for internal corrections
- Only team members with billing permissions can manage wallets
Related Topics
- What is the client wallet?
- How does billing work in Metanoa?
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