1. From your dashboard search for your client's name near the bottom of the page under the "Search Clients by Name, Last Name, Email, Phone number." -or- you can click the View All Clients button and search on your client listing page. Please note, Not all of your clients will show here. There is only space for 20 clients to show on this page. If the client you are looking for does not show up, you will need to search for them.
2. Once you bring up the client profile, click on the blue edit tab next to their name/avatar. Edit or add the information you like and then click Save.
3. From the client profile you can also edit and add Family members, add occasions (like a birthday, anniversaries, etc.), notes on the client, and add notes and tasks.