<h2>Overview</h2>
<p>Maintaining your client base and client-related data is crucial to your business operations. These steps relate to the mobile platform only.</p>
<h3>Steps</h3>
<p>Select the "More" tab at the bottom navigation and select "Clients".</p>
<img src="https://cdn.livechat-static.com/api/file/kb/file/12851028/d578c9c5c4-21d465ec994ba5756578.jpeg" alt="undefined" style="float:none;height: undefined;width: undefined"/>
<p>Select the Client you wish to edit from your list.</p>
<img src="https://cdn.livechat-static.com/api/file/kb/file/12851028/a05afb58f6-863864531967270bf0d0.jpeg" alt="undefined" style="float:none;height: undefined;width: undefined"/>
<p>Edit your Client's details as needed. The only required fields are Business Name for a Business type, and Primary Contact details for an Individual client type.</p>
<img src="https://cdn.livechat-static.com/api/file/kb/file/12851028/b58ebf632b-ec5d4859c161e6e1220f.jpeg" alt="undefined" style="float:none;height: undefined;width: undefined"/>
<h2 style="text-align:left;">Next</h2>
<p style="text-align:left;">Assigning Jobs to Team Members</p>
<h2 style="text-align:left;">Related Articles</h2>
<p style="text-align:left;">Creating a Client on Mobile</p>
<p style="text-align:left;">Editing Clients</p>
<p style="text-align:left;">Adding Jobs to Clients</p>
<p style="text-align:left;">Assigning Team Members to Clients.</p>
<p style="text-align:left;">We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via <a href="mailto:support@jcards.com.au" target="_blank">support@jcards.com.au</a></p>


Overview
Maintaining your client base and client-related data is crucial to your business operations. These steps relate to the mobile platform only.
Steps
Select the "More" tab at the bottom navigation and select "Clients".
 
Select the Client you wish to edit from your list.
 
Edit your Client's details as needed. The only required fields are Business Name for a Business type, and Primary Contact details for an Individual client type.
 
Next
Assigning Jobs to Team Members
Related Articles
Creating a Client on Mobile
Editing Clients
Adding Jobs to Clients
Assigning Team Members to Clients.
We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au

Editing Clients on Mobile

Creating a Client on Desktop

Inviting Team Members on Mobile

Creating a Client on Mobile