How to edit client details

To edit client details:

  • Search for the client you wish to edit by selecting Clients / Participants from the top bar.
  • Select Clients from the drop-down menu.
  • Enter your search criteria > click Filter.
  • Click on the Client's name to open their profile information.
  • At the bottom of the client profile > click Edit.
  • Amend or update the required details and click  Save.

When an email address is updated, the client will need to confirm their email account before the update is applied to their profile. 

 

If the client's date of birth is modified, it will be necessary to edit and update medicals to apply the change.

Medicals not in processing should be reverted before the client's date of birth is modified.