How do I update Client / Pet information?

Managing your clients and updating their information can all be done in the Client List section. If you haven't already done so, add clients to your Client List and use the steps below to manage your existing clients.

How to edit existing Clients

1. Navigate to your Client List by clicking on the Client icon on the side menu
   
2. Find the Client and click on them to open up the side panel
3. Now, you can either:
   • Click the Edit Client button on the top right
   • Click on the Actions dropdown and click Edit Client
4. Click the relevant tabs and update the information
5. Click Save

Please note: You can delete clients by clicking the Delete button when editing, and this will archive them. The other way to do this is to click on the Actions dropdown and click Delete. This will then archive the Client so past appointments are still visible in the Appointment Calendar and Appointments in the Sales section. 

However, all future appointments booked by the Client will be cancelled.

How to edit existing Pets

1. Navigate to your Client List by clicking on the Client icon on the side menu
   
2. You can either:
   • Find the Client and click on them to open up the side panel, then either:
     • Click on the pet under the Client name and click Edit Pet
     • Select the Pet tab, and click Edit Pet
   • Or, click on the pet in the Client list table, and click Edit Pet
3. Update the relevant information 
4. Click Save