On the web app
Go to the Revenue section
Find it in the left-hand menu.
Open your client list
Click on the “Clients” tab.
Select a client
Choose the client you want to edit or delete.
Make your changes
Update the client’s information or delete the client as needed.
On the mobile app
Open the main menu
Tap the menu icon on the left-hand side.
Access your client list
Select “Client list”.
Edit or delete a client
Swipe left to edit client details
Swipe right to delete the client
✅ Good to know: All changes are saved instantly.
Need help?
If you’re unsure about anything, we’re here for you—reach out via chat or email anytime.