ClientsCOLORMobile appBrowser panel
How do I find and edit client details?
Search by first name, last name, phone or email, open the person’s profile and select Edit to update contact details or notes.
For owner, manager, reception, stylist · Updated
Step by step
- 1
Search for the person
Open Clients and enter a first name, last name, phone or email in the search field.
- 2
Open the profile
Choose the right person and open their details and appointment history.
- 3
Select Edit
Change the first name, last name, phone, email or notes.
- 4
Save the change
Save the details and check that the profile shows the new information.
Good to know
- Adding a phone number can complete the missing information shown after an import.
- Appointment and formula history stays with the same person after an edit.
When something does not work
- A person outside the active salon or without the right access may not appear in results.
- An invalid phone number or repeated active email blocks saving.
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