Edit any field on a client profile at any time — contact details, date of birth, marketing opt-in preferences, medical notes, emergency contact information, and custom tags. Every edit is timestamped, logged in the audit trail, and instantly reflected across all bookings and records.
How It Works
01
Open the client profile and click the Edit button in the top right corner
02
Update any field: name, phone, email, date of birth, address, or medical notes
03
Toggle marketing consent preferences with a single switch
04
Save — changes are logged with your name and timestamp for full accountability
Key Features
All Field Editing
Marketing Preference Toggle
Medical Notes Update
Emergency Contact Field
Full Audit Log
Duplicate Detection
GDPR Data Export
Profile Photo Upload
Pro Tips
Confirm client contact details at every visit — details change more than you think
Use the GDPR data export function instantly when a client requests a copy of their data
Set a task reminder to review client profiles that have not been updated in over 12 months