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Manage and edit client details
Manage and edit client details
Keep your client list updated to ensure they receive booking confirmations, appointment reminders, and targeted marketing campaigns. Learn how to update details through client profiles.
Getting started
Before making updates to client profiles, make sure you:
- Request permission to access client details to view this information, if you're a team member.
Editing client details
To update client details:
- Open the Clients list and select a client.
- In the client profile, select Actions, then Edit client details.
- Where needed, update the client’s profile information, addresses, emergency contacts, and notification preferences.
- To help avoid no-shows, enable Upfront payments and card capture under Settings.
- Click Save.
Editing marketplace client details
Marketplace clients are clients that discovered and booked with you through the Fresha marketplace. They control their profile information, but you can edit their details as needed.
Update marketplace client information
To edit marketplace client information:
- Open the Clients list and select a marketplace client.
- In the client profile, select Actions, then Edit client details.
- Where needed, update the client’s profile information, addresses, emergency contacts, and notification preferences.
- An asterisk will indicate that these are not the original marketplace profile contact details.
- Click Save.
Restore client contact details
To restore original contact details for marketplace clients:
- Open the Clients list and select a marketplace client that has been edited.
- In the client profile, select Actions, then Edit client details.
- Look for the label FRESHA ACCOUNT on the client's profile.
- Click Restore original details and then Yes, restore to confirm.
Updating a client’s contact details will only update your records, not the client's information on their marketplace account.
FAQs
Can clients change their own details?
Will editing a client's details in my system change their details on the marketplace?
Can I contact a client from their profile?
What happens to a client's information after merging profiles?