Clients · 1 min · For Owner, Manager

Edit a Client's details

Numbers change and names get misspelled. Keep your Client details correct, so WhatsApp messages reach the right person.

Time: under a minute.

At a glance

Four steps: open the Client, go to Settings, change the details, save

Step 1. Open the Client

Go to Clients, find the Client and click their name.

Step 2. Go to Settings

Click the Settings tab on the Client's page.

Step 3. Change the details

You can change the name, mobile number, email, PAN, tags and assigned Team members

Edit whatever needs fixing. You can also add or remove tags, and change who is assigned.

Step 4. Save

Save your changes. They apply at once, everywhere in Reposha.

Good to know: Every change is recorded in the Client's Activity tab, with who made it and when.

Quick answers

Does changing the mobile number change the upload link? No. The link stays the same. Only the number that WhatsApp opens changes.

Can Staff edit a Client? No. The Owner and Managers edit Client details.

The Client has a new number and the old one may be with someone else. Update the number. Then, to be safe, create a new link from the Upload link tab.