Caspen
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  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
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      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
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    • Services & Categories
      • Add Services
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    • Contacts
      • Add Contact
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      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
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      • Understand user roles
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    • Settings
      • Account settings
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      • Templates
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Edit Client

How to edit or update Client details in Caspen?

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Last updated 8 months ago

Go to Clients -> View Client -> Edit Client ()

The Client Edit section offers a simple method for revising client information, including personal details, communication details (email and phone numbers), addresses, and updating contact notes.

List of available client fields available to edit or update:

  • Title

  • First name

  • Last name

  • Preferred name

  • Date of birth

  • Sex

  • Profession

  • Tags

  • Email

  • Phone numbers

  • Address line 1

  • Address line 2

  • City (district, suburb, town, or village)

  • State (county, province, or region)

  • Postal code (zip code)

  • Country

  • Notes

https://app.caspen.com/clients