Video Guide

Article

Welcome to a tutorial on how to edit a client profile page Transform. This guide will take you through the steps needed to search for a client, access their profile, and make changes to their information.

Step 1:

Begin by searching for the client. This can be done by navigating to the client tab and utilizing the search box.

Step 2:

You have the option to search for your client by their first and last name or their Transform ID. Once you've entered the relevant details, press enter/return to execute the search and select the client.

Step 3:

Once the client is selected, proceed to their profile.

Step 4:

In the profile, click on 'personal info'.