Follow these steps…
Click on the client you’d like to update — this will open their profile.
On the top right corner, click Edit.
Update the fields you need (phone number, gender, Instagram handle, type, coach, etc.).
Click Save to confirm.
⚠️ Editing client name or email
Once a client has redeemed their invite, you cannot edit their name or email — only the client can update these in the app.
If the client is still in invited status, you can revert them to a lead and then convert them again to a client. During reconversion, you’ll be able to edit their email before sending a new invite.
