# Edit a client

## Edit a client

1. Open **Clients**, locate the client and click **Actions** → **View** (you can also achieve the same result by clicking the **client’s name**).

<figure><img src="/files/TNK0WEtJBcv8sm7iJRVz" alt=""><figcaption></figcaption></figure>

2. In the client's profile, click **Edit client**.&#x20;

<figure><img src="/files/DPLa3cwNMaHDfHYFoMyA" alt=""><figcaption></figcaption></figure>

3. Make your changes, then select **Save** to update the profile.

{% hint style="info" %}
Australia (AU)  only — NDIS clients

On the client profile, on the right hand side panel look for the NDIS details section and select Edit. Enter the client’s NDIS number and Fund management (Agency, Plan managed, or Self managed), then Save.
{% endhint %}

Want the comprehensive list of editable client fields? Check **All Client Fields** in the [Client field reference](/using-caspen/clients/client-fields-reference.md).&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.caspen.com/using-caspen/clients/edit-a-client.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
