Edit client details
Client details (email, phone, birthday) live on the record's Details card. Here's what you can change today, and the two reliable ways to fix what's wrong.
Who can do this: Owner, Admin, Manager, or Front desk.
What the record shows
- In the left sidebar, click Clients, then open the client.
- The Details card lists Email, Phone, Birthday, and Client since. Anything missing reads "Not on file."
There's no inline edit on the Details card yet. The two levers below both work today.
Fix details with a one-client import
The import enriches existing records: it matches by email or phone and fills in what's missing, without creating duplicates.
- In the left sidebar, click Settings, then open the Import tab.
- Click See the sample format and copy the client shape.
- Paste a one-client JSON into Import JSON with the client's matching email or phone plus the corrected or missing fields.
- Click Run import. The Import finished summary shows the record enriched, not duplicated.
Example. Sarah's record has her email but no phone. The desk runs a one-client import with her email and the new phone number; her Details card now shows both, and her reminders can go out as texts once she opts in.
Wrong-person problems are merges, not edits
If details are "wrong" because two records exist for one human (an old walk-in record and a new online-booking record), fix it with a merge instead: Merge duplicate clients.
Common questions
- Can I fix a typo in the name? Not on the record today. If the name is wrong because it's a duplicate, merge; the record you keep carries the name you choose.
- A client changed phone numbers? The one-client import above is the clean path: match on their email, supply the new phone.
- Who sees these details? Anyone with access to clients at your business. Clients themselves only ever see their own bookings.
Good to know
- Email and phone do double duty: they're contact details and the match keys for imports, online bookings, and duplicate detection. Keeping them current prevents most duplicate problems before they start.