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, phone number, email, time zone, or custom fields. Addresses are listed under Address in the same form, see below.
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.

Manage client addresses

A client can have several addresses, for example a home, an office and a holiday home. They are listed under Contact details in Client details and under Address in the Edit client form, the default first. Each appointment keeps its own copy of the address it was booked at, so editing or deleting a client address never moves a booked visit.

1. To add an address, click Add address under the list. To change one, click the pencil next to it.

2. Start typing in Address and pick a suggestion to fill in City, Zip code, State and Country, or type them by hand.

3. Check the pin on the map. A new address starts with the pin at your business location until you pick a suggestion. If your business location has no position on the map, the whole map is shown: click it to place the pin. If the entrance is somewhere else, drag the pin there.

4. Optionally enter a Name, such as Home or Office. The name is shown when choosing an address for an appointment.

5. Turn on Default address to make it the address new appointments start with.

   Name and Default address appear once the client has another address. A client's only address needs neither: it is always the default.

6. Click Save.

To change the default, turn on Default address on another address.

To remove an address, open it and click Delete. If it was the default, the oldest remaining address becomes the default.

In Client details, an address change is saved when you click Save in the address form. In the Edit client form, address changes show in the list straight away but are saved only when you click Save for the client; closing the form without saving leaves the addresses as they were.

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.