Update Client Demographics : Social Planet

Update client's demographic information Print

Created by: Michael Hillier

Modified on: Fri, 9 Jul, 2021 at 11:57 AM

Go to the Main Menu and select Client List, enter the client’s name in the Search Field
Select the Edit button above the Client Profile Tile
Go to the Personal Info pane and select the Edit Button
The Update Personal Info window will be displayed. Change Birth Date, Birth Place, Gender, Pronoun, Primary Language, Indigenous Status and marketing question - How did you hear about us?, Visa Type and Living Arrangement.
Press Save to update changes

Michael is the author of this solution article.

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Update client's demographic information Print