How do I edit a client profile in my Moxie Suite?

This article reviews how you can go in and edit an existing client profile in your Moxie Suite Account.

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Updating an existing client

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Updating an existing client

1.Log in to your Moxie Suite account using this link

 

2. Within the Global Nav click Clients.

 

3. Once on the Clients page, you can use the search bar to find a client by name or phone number. 

 

4. After finding the desired client click on their card. 

5. Once on the client's page, click the three purple dots on the right-hand side of the card, then click Edit.

6. Update any of the fields you want to edit for that specific client, once you've made the changes, click Save on the top right-hand side of your screen.

Ta-da! You've now updated the existing client profile

 

Watch the video walkthrough below on how to edit a client profile in Moxie Suite.