Updating Client Information

Keeping client information current ensures accurate billing, proper communication, and efficient service delivery. Learn how to update client details in Kwilio.

Editing Client Details

Step 1: Find the Client

Navigate to "Clients" and use the search function or browse the list to find the client you want to update.

Step 2: Open Client Record

Click on the client name or use the edit button to open the client details page.

Step 3: Update Information

Modify any of the following fields:

• Client name
• Email address
• Phone number
• Physical address
• Billing address
• Contact preferences
• Notes and additional information

Step 4: Save Changes

Click "Save" to update the client record. Changes are immediately reflected throughout the system.

Bulk Updates

For updating multiple clients with the same information, you can use bulk edit features (if available) or update them individually.

When to Update Client Information

• Client changes contact information
• Moving to a new address
• Updating billing details
• Adding or changing special instructions
• Correcting errors in the record

Best Practices

• Update information promptly when clients notify you of changes
• Verify information accuracy before saving
• Add notes when making significant changes
• Review client records periodically for accuracy