Client information changes — new phone numbers, updated addresses, corrected names. This lesson covers how to edit records safely with a full change history.

Opening a Record for Editing

1. Find the Client
   Use the search feature to locate the client's record.
2. Open Their Profile
   Click on the client's row to open their full profile page.
3. Click Edit
   Click the Edit button (pencil icon) at the top of the profile. The fields become editable.

What You Can Edit

Field	Editable By	Notes
Name	All staff	Update for legal name changes
Email	All staff	Triggers duplicate check
Phone	All staff	Enter digits only, formatting is automatic
Address	All staff	Full mailing address
Date of Birth	All staff	Cannot be set to a future date
Notes	All staff	Internal notes visible to staff only
Status	Managers+	Active, Inactive, VIP
Location	Managers+	Primary location assignment

Saving Your Changes

1. Make Your Edits
   Update the fields that need changing. Changed fields are highlighted with a subtle border.
2. Review Changes
   Look over what you've changed before saving. The system shows which fields were modified.
3. Click Save Changes
   Click Save to apply. All changes are logged in the activity history with your name and timestamp.

Canceling Edits

If you change your mind, click Cancel to discard all unsaved changes and return to view mode.

Troubleshooting

Quick Reference

Action	How
Edit a record	Open client → click Edit
Save changes	Click Save Changes
Cancel edits	Click Cancel
View edit history	Open client → Activity tab