Editing a client

Keep client info sharp and useful - names, contact details, address, emergency vet, notes - plus control of the client balance.

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Step-by-step

1. Open the client
   Open Clients & Pets, choose Clients, then click a client’s name.

2. Update contact details
   Adjust First Name, Last Name, Phone, and Email. These drive reminders and receipts, so keep them accurate.

3. Edit the address
   Update the address details if you want them to appear on invoices. The client page shows a map preview when an address is saved.

4. Set contact preferences
   Choose Email or Text (SMS is not live yet and is not a priority right now, but this preference will be used if/when it launches).

5. Update notes
   Keep anything useful here - payment preferences, availability, anything future-you will thank you for.

6. Manage client balance
   The Balance panel lets you add or remove credit with Adjust Balance:

   • Add credit for prepayments or adjustments.
   • Remove credit if you need to correct a balance (can’t go below zero).

7. Review registered pets
   The linked pets section shows their pets with quick links. Use Add Pet on the client page to register another one.

8. Save
   Click Save Changes.

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Header actions

• Add Pet - quick shortcut to attach a new pet to this client.
• Delete Client
  • Available only when the client has no pets.
  • If they do have pets, the button is disabled to protect your records.
  • Deleting a client is a soft delete so data is retained for long-term reporting. Data will be cleaned up in line with future GDPR retention processes.

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Tips

• Grab at least one reliable contact method.
• Keep addresses current if you use the map preview.
• Client balance is best for regulars - money on file you can apply to deposits or invoices.

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🐾 Editing a client should be quick and painless - like a tidy-up trim. Update the essentials, manage their balance, and you’re back to the list in one click.