Manage and edit client details

FAQs

• • Can clients change their own details?

    Yes, clients with a Fresha marketplace account can update their details by logging into their account, going to Settings, and editing their name, email, mobile, and profile picture. These updates will automatically reflect in your client section unless you choose to update these.

  • Will editing a client's details in my system change their details on the marketplace?

    No, editing a client's details in your system will only update your records, not the client's marketplace profile.

  • Can I contact a client from their profile?

    The client's name and contact details are displayed at the top of their profile. You can click on the email address to send an email or on the telephone number to call or text them (if you’re using a mobile device).

  • What happens to a client's information after merging profiles?

    Merging profiles will combine all appointments, sales, and client information into one profile. This action is irreversible.

  • Can any team member manage client details?

    Team members will need permission for 'Clients' and 'Can see client contact info' to manage client details. You can manage their permissions through your Workspace settings.

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