ON DESKTOP:
Navigate to Admin > Services > Client Types
STEP 1
How do I edit a client type?
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Click "Client Types" from the menu.
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Click the client type you wish to edit.
STEP 2
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Type the new name of your client type in the box provided.
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Click "Update".
The change to the client type name will now be reflected in any charge conditions, compensation conditions or client records where it has been used.
ON MOBILE:
STEP 1
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Tap the Navigator, and select Admin > Services > Client Types
STEP 2
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Tap the client type you wish to edit.
STEP 3
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Edit the Client Type name.
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Tap "Update".
