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Update a client's details

Tobias Gundry

Updated

Use Edit details on an existing client's profile to correct their name, update their phone number or correct a recorded consent date.

Edit and save

  1. Open Clients and select the client.
  2. Open Actions at the top of their profile and choose Edit details.
  3. Update the first or last name under Full name, or change Phone. The phone number is optional.
  4. If a consent date needs correcting, enter the date the client actually agreed in TOS agreed on or Waiver agreed on.
  5. Select Update. Clovo returns you to the profile and confirms Client details updated.
The Editing Priya screen with Full name, a disabled Email field, Phone, TOS agreed on and Waiver agreed on, followed by Cancel and Update

Both agreement dates are required. Recording a date does not ask the client to accept the terms or waiver again. For waiver setup, see Studio gym waiver agreements.

Select Cancel if you want to return to the profile without saving your edits.

Why can't I change the email?

Email is read-only when editing an existing client. You can see the address on the form, but cannot replace it there.

The disabled Email field on an existing client's edit form

If an address needs correcting, contact Clovo support about the existing account. Avoid creating a second profile to work around it, because the client's bookings and purchases belong to the existing account.

If the email is correct and the client needs help signing in, send a password reset.

Still need a hand?

Our Australian support team is happy to help. Email us at hello@clovo.au.