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Update client details
Update client details
In this guide, you’ll learn how to manage a client's profile details, including their address, emergency contact details, and notification settings.
Add a client's personal information to their profile
- Open a client's profile from your Client list.
- In the client view, click on Actions and select Edit client details to update their profile.
- In the Edit client view, click on the Edit icon on the profile photo to upload a new photo for the client.
- Under Profile, add the client's Date of birth, Gender, and Pronouns.
- Under Additional info, provide the following details:
- Preferred language: Select the language the client prefers to receive automated messages in.
- Client source: Choose how the client discovered your business. You can create new options in your Client source settings.
- Occupation, Nationality, and any additional contact details.
- Click on the Save button in the top right to update the client's profile details.
After you save the changes, the client’s profile will show their updated photo, personal details, and contact information.
Add a client's address to their profile
- Open a client's profile from your Client list.
- In the client view, click on Actions and select Edit client details to update their profile.
- In the Edit client view, select Addresses from the left menu panel and click on Add new address.
- Select an address type in the pop-up, enter the address name, and under Address, start typing the address and select from the suggested options. Once selected, click on the Continue button.
- Click on the Save button in the top right to update the client's profile details.
After saving, the client’s profile will be updated with the new address.
You can edit or remove the address at any time by following the same steps.
Add emergency contacts for clients
- Open a client's profile from your Client list.
- In the client view, click on Actions and select Edit client details to update their profile.
- In the Edit client view, select Emergency contacts from the left menu panel.
- Under Emergency contacts, enter the Full name, Relationship, Email address, and Phone number for both the Primary and Secondary contact.
- Click on the Save button in the top right to update the client's profile details.
Once saved, the emergency contact will be added to the client's profile. You can update it at any time by following the same steps.
Update a client's settings
- Open a client's profile from your Client list.
- In the client view, click on Actions and select Edit client details to update their profile.
- In the Edit client view, select Settings from the left menu panel.
- Under Appointment notifications and Marketing notifications, tick the checkboxes to choose whether the client receives updates by email, text message, or both.
- If payment processing is enabled, use the toggle under Upfront payments and card capture to require the client to pay in advance or confirm the booking with a card.
- Click on the Save button in the top right to update the client's profile details.
Saving the changes updates the client’s notification and payment settings for future appointments.
FAQs
Yes, if you created the client profile manually and have their consent, you can update their preferences.
An asterisk (*) next to a client’s contact details means the information was manually updated and may differ from their Fresha marketplace profile. You can restore the original details by selecting Restore original details in the client’s profile.
If you created the client’s profile manually, you can update their personal and contact details. For clients with a Fresha marketplace profile, it’s best to encourage them to update their own information, as updating a client’s details on your end only changes your local records, and it won’t update their marketplace profile.
Yes, clients with a Fresha marketplace account can update their details by logging in, going to Settings, and editing their name, email, mobile number, and profile picture. Their updates will appear in your client list automatically, unless you’ve made manual changes, which will remain in place.
Check past appointments, as the client profile might have been deleted by a team member or by the client. Also, check your Profile settings to make sure you’re logged into the correct Fresha account with the right email.