Update client details
In this guide, you'll learn how to manage a client's profile and track all their information in one place.
Add a client's personal information to their profile
- Open a client profile from your Clients list.
- Click on Actions and select Edit client details.
- Update the client's name, email, phone number, and date of birth as needed.
- Click Save to update the profile.
Clients with a BeYou365 account can update their own details, and those changes will appear automatically in their profile. If you update their details yourself, your version will only be visible in your workspace.
Add a client's address to their profile
- Open a client profile from your Clients list.
- Click on Actions and select Edit client details.
- Scroll down to the Address section.
- Enter the client's address details and click Save.
Add emergency contacts for clients
- Open a client profile from your Clients list.
- Click on Actions and select Edit client details.
- Scroll down to Emergency contact.
- Enter the contact's name and phone number.
- Click Save to update the profile.
Update a client's settings
- Open a client profile from your Clients list.
- Click on Actions and select Edit client details.
- Scroll down to the Settings section to manage notification preferences and booking permissions.
- Click Save to apply changes.