Editing Client Data

Client details change all the time – new phone, new email, sometimes even a whole new last name. Here is how to quickly update existing client data in Appointible.

Open Clients

Log in to Appointible and open Clients from the left sidebar.

Find the client

Use the Filter clients... field at the top of the Clients page to quickly locate the client. It is possible to search by name, phone, or email. If the list is long, I recommend narrowing it down with the client type, list or segment filter, or the All / VIP / Non-VIP switch.

Open client details

1. In the client list, click the three dots next to the client name.
2. Select Client details to open the full profile. It is also possible to select Edit client directly from the same menu.

Edit client fields

The Client details panel shows all information about the client – contact details, lists, notes, and any custom fields that were created in Fields.

1. Click the pencil icon (Edit client) at the top of the Client details panel to start editing.
2. Update any fields that need a refresh, for example name, address, phone number, email, or custom fields.
3. If needed, add the client to lists with Assign to list under Lists in the Marketing section, or remove a list there, so that audience segments stay clean.

Update notes and photo

While in Client details it is also possible to keep the profile richer than a phonebook entry.

• Use Add new note to record important information, like preferences or important history. Notes help avoid the classic “who changed this and why” mystery.
• While editing, click the pencil on the client avatar (Edit client photo) to upload or change the client photo, so the profile is easier to recognize at a glance.

Save changes

When all updates are done, click Save to apply the changes. If the wrong client was opened or nothing should change, simply close the panel instead of saving.

If a duplicate client is found while editing, use Merge clients from the Clients page so that all data ends up in a single clean record.

If a red warning icon shows next to the client's email, the address has permanently failed and email is no longer sent to it. See Fixing A Suppressed Client Email.