Managing your client list is easy and can be done both on the web and mobile app. Follow these simple steps to edit or delete a client.
On the web app
Go to the revenue screen: Find it on the left-hand side of the screen.
Select clients: Click on the "clients" tab to see your client list.
Choose the client: Click on the client you want to edit or delete.
Make changes: Update the client information or delete the client as needed.
On the mobile app
Open the main menu: Tap the menu icon on the left-hand side.
Go to client list: Select "client list" from the menu.
Edit or delete:
Swipe right to delete the client.
Swipe left to edit the client details.
All changes will apply immediately! 🚀
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