Client guide
How to Edit Client Details
Update a client’s personal details, contact information, address and other record information in Salon Manager.
Video walkthrough: editing and saving a client’s details in Salon Manager.
Quick answer
Open Edit Client and update the record
Open the client’s record card, select Edit Client at the bottom left, update the required information, then select Update Client at the bottom right.
Before you start
Have these details ready
Access to Salon Manager
Permission to view and edit client records
The correct client record open
The updated contact, address or personal information ready
Step-by-step instructions
How to edit a client’s details
Follow these steps to update the client’s main details and additional record information.
Useful tips
Review the information before saving
Make sure the correct client record is open before making changes.
Review contact numbers and email addresses carefully before saving.
Use the extra information section to keep useful client details up to date.
Always select Update Client so the changes are saved.
Troubleshooting
Common issues and what to check
Frequently asked questions
Editing client details questions
Can I edit a client’s details in Salon Manager?
Open the client record, select Edit Client, make the changes and select Update Client.
What client details can I update?
You can update the client’s name, contact numbers, email address, address, date of birth, gender, referral information and membership number.
Where do I save the changes?
Select Update Client at the bottom right of the edit client screen.
Can I update referral or membership information?
Yes. These fields are in the extra information section when they are used by the salon.
Offline reference
Download this guide as a PDF
Keep a printable copy for reception teams or use it during staff training.
Last reviewed: 18 June 2026.
