Table of contents


Prerequisites

Having a user account on the platform


Steps

From the MY CLIENTS section:

1 -  Click on the client’s name or icon

2-Scroll down the page and click on the pen 

3-Make the required changes and 4-Save

– This client's icon is your marker. You can change the client’s information by clicking on the icon wherever it is visible. 

– In most windows, when the client’s name is blue, it is possible to click on their name to access their profile. Detailed information is displayed, and you can edit it by clicking on the pen.