Editing Client Records

Managing and updating client records in MyTime is simple and efficient. This feature allows you to make quick updates to client information, ensuring their profiles remain up-to-date. Whether you need to adjust contact details, preferences, or add important notes, this article will guide you through the process of editing client details.

Things to Know:

• The ability to edit client details is governed by the "Accessing Client Records" access control.
• If a client's name is updated, historical data in reports will still display the original name. The change will not affect data already reflected in reports.
• All changes made to client profiles are tracked and recorded in the audit trail. 
• Some fields, such as the "Client Name," may be required in order to save changes. 
• If a client has both a user email and an email address on file, updating the email address in the client profile will not affect their user email. To update the user email, the client must log into their account and make the changes themselves.

To edit client details:

1. Navigate to the Clients tab

2. Use the location filter to select the desired location 

3. Find and select the client whose details you want to edit

4. In the "Details" section on the client profile, click the edit icon5. Make any necessary changes to the client’s information 

6. After editing the details, click "Save" at the bottom of the "Edit Details" modal to confirm your changes

For more information, contact support@mytime.com.