ON DESKTOP:

Navigate to Admin > Services > Client Types

STEP 1
How do I edit a client type?
  • Click "Client Types" from the menu.

  • Click the client type you wish to edit.

servicesv6-clienttype-edit1.jpg

STEP 2​​

  • Type the new name of your client type in the box provided.

  • 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.

servicesv6-clienttype-edit2.jpg

ON MOBILE:

STEP 1​​​​

  • Tap the Navigator, and select Admin > Services > Client Types

services6-mob-clienttype-add1.jpg
STEP 2

  • Tap the client type you wish to edit.

services6-mob-clienttype-edit2.jpg

STEP 3​​

  • Edit the Client Type name.

  • Tap "Update".

services6-mob-clienttype-edit3.jpg