How do I edit a client?
- Navigate to the "Clients" tab from the right hand panel
- Click the three dots on the right side of the client you wish to make changes to and select "Edit" from the drop down list.
- Make your changes and click "Save" in the bottom corner.
How do I remove a client?
- Navigate to the "Clients" tab from the right hand panel
- Click the three dots on the right side of the client you wish to delete and select "Remove" from the drop down list.
Note: Once the client has been deleted from the system they are permanently removed and their information will not be recoverable.
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