Editing Other Details for a Client

1. Access the Client Section

  • Go to the > Client section in the left panel.

2. Select the Client

  • Choose the client whose other information you want to edit.

3. Navigate to the General Tab

  • Ensure you are on the General tab on the client's page.

4. Open the Edit Other Details Modal

  • In the Other Details section, click on the Edit button (often represented by an icon or text).

5. Edit the Other Information

  • Update the relevant fields, such as:

    • Gender

    • Date of Birth

    • Ethnicity

    • Language

    • Family Language

    • Intake Date

6. Save Changes

  • Click the Save button at the bottom right of the modal to apply the changes.

7. Review Updated Other Details

  • The updated information will be reflected in the Other Details section of the client's profile.

 


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