Editing Client Records

Modified on Tue, 9 Jun at 3:44 PM

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.
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 custom field is marked as required when creating or editing a client profile, the profile cannot be saved until a value is provided for that field.
Marketing SMS Double Opt-In
If a client has previously completed the double opt-in process for marketing SMS and their phone number is later updated, the confirmation process must be completed again.
The system will automatically resend the "Client Marketing SMS Opt-In" notification to the new phone number.
The client must reply “Yes” to confirm opt-in for marketing SMS.
If no response is received, or if the client opts out, no marketing SMS messages will be sent to the updated number going forward.
If a client has both a user email (used to log in) and an email address on file, updating the email in the client profile will only update the address under Personal Information. It will not change the user email used for login. To update their user email, the client must log in to their account and update it directly.
Changes made to the name, email address or phone number on the client profile will update the user profile online.
When a client’s name is updated in the system, the change affects records as follows:
Reports and Historical Data: Past report data remains unchanged and will continue to display the client’s original name at the time of the transaction. Historical records are not updated retroactively.
Appointments: The updated client name will appear on all past and future appointments in the schedule, as well as on any tickets linked to those appointments.