Update an existing customer record from the web dashboard. The verified change added a phone number and a note while leaving SMS marketing consent off.
#Edit a client
- From the dashboard workspace navigation, select Clients.
- Select the Customers tab.
- Find the client you want to update.
- Select Edit in the client row.
- On Edit Customer, update the fields you need, such as Phone Number or Notes.
- Leave SMS Marketing Consent off unless the customer has given consent.
- Select Update Customer.
#What happens next
EasySched returns to the Customers list and displays a confirmation such as QA Client 20260818 updated successfully! The updated value appears in the customer row.
#Troubleshooting
In the verified test record, leaving Phone Number blank displayed Please enter a valid phone number. Enter a valid phone number before selecting Update Customer.