In Rehab Guru, you can easily edit a client’s information, such as their name, email address, or permissions. Follow these steps to update a client’s details.
Step-by-Step: Editing a Client
Navigate to the Clients page and find the client you want to edit.
Click on the blue View button next to the client’s name.
Accessing the client profile by clicking the View button
On the top right of the client’s profile, click on the white Edit Client button.
Clicking the Edit Client button to modify client information
An Edit Client pop-up will appear, allowing you to:
Change the Name.
Add, modify, or omit the Email Address.
Adjust any relevant Permissions for the client.
Editing client details in the pop-up window
Once you have made the necessary changes, click Save to apply them.
Remember to double-check the information before saving, especially when changing contact details or permissions.
By following these steps, you can quickly edit and update client information in Rehab Guru, ensuring your records remain accurate and up-to-date.