{[{name}]}

{[{description}]}

How do I manage and edit my client details?

It’s really important to keep your client list up-to-date as you want to make sure your clients receive booking confirmations, appointment reminders, and any marketing campaigns that you’ve enabled which are designed to retain and reward clients with personalised offers and one-off promotions.

Editing your client details

Clients added to Fresha by you or imported by us can be edited and updated at any time. To start making edits:

  1. Go to Clients and use the search bar to find the client you’re looking to edit. 
  2. Once you’ve selected the client’s profile, go to More options three_dots.png and click Edit.
  3. You can make changes to their name, address, client notes, contact information, notification preferences, and preferred language.  
  4. Save changes.

NOTE: Once you’ve clicked Save, you’ll be unable to revert back and undo these changes but you can re-edit them. 


Managing your Fresha clients

Clients that have been added to your clients list after booking an appointment on Fresha Marketplace have full control over their own contact information. You are still able to apply your preferred contact details for them. These details can be edited and updated at any time:

  1. Go to Clients and use the search bar to find the client you’re looking to edit. 
  2. Once you’ve selected the client’s profile, go to More options three_dots.png and click Edit.
  3. Update the client's details to your preferred contact information.
  4. Save changes.
  5. You'll notice the name now has a star to indicate that these are not the original Fresha Profile contact details.
  6. Click Save again to complete your changes.

To restore the original contact details from the Fresha profile:

  1. Go to Clients and use the search bar to find the client whose information you’re looking to update.
  2. Once you’ve selected the client’s profile, go to More options three_dots.png and click Edit.
  3. Select the same three dots three_dots.png for More Options.
  4. Click Restore contact info.

NOTE: Updating a client’s contact details will only update your records and not client's own account information in their Fresha account.


How can clients update their own details?

If your client would like to update their details, they’ll need to do the following:

  1. Go to Fresha (or the Fresha app) and Log in .
  2. Click the avatar icon and Edit profile.
  3. Once selected, the client can make changes to their name, email, mobile and profile picture.
  4. Save changes.

NOTE: Any updates made by the client to their Fresha profile will automatically be reflected in the client section unless you have applied your own preferred contact details. 

PRO TIP: Clients will find their avatar by clicking the Screenshot_2020-10-21_at_22.49.06.png when editing their Fresha profile via the app or in the top right-hand corner when using a browser.

Follow

Was this article helpful?