Help Centre / Clients / Editing or deleting a client

Editing or deleting a client

Update a saved client, or remove one you no longer need.

Editing a client

  1. Open the Clients tab and tap the client you want to change.
  2. Tap Edit in the top right of their profile.
  3. Update any details, then tap Save Changes.

Deleting a client

  1. Open the Clients tab.
  2. Tap Select, then tick the client (or clients) you want to remove.
  3. Tap Delete in the bar at the bottom and confirm.

You can only delete clients that have no quotes or invoices — this protects your records. Clients with jobs are skipped automatically; remove their documents first if you really need to delete them.

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