Keeping client information relevant and up to date is crucial. This video demonstrates how to update client records and ensure you are keeping in line with GDPR.
Hello, so today I'm going to show you how to update an existing client's records.
In the top menu of your admin screen go to Your Website and then go to Clients. You will then arrive at the clients homepage where you can see the full list of clients at the bottom here.
If you need to, if your list of clients is really long, you can use the search field here to find the client you are looking for.
Once you've found the client, click on the edit icon and you will then be able to update any of your clients details.Once you're happy with any of your amendments click submit and your changes will be saved.