Edit a customer

Update customer details when addresses, phone numbers, or notes change.

Where this lives

Edit the customer record when personal contact information, default address details, or relationship notes need to be corrected for future work.

When to edit the customer record

• Change the customer record when the update applies broadly across all future bookings.
• Use booking-level edits instead when the change only affects one event.
• Search first so you do not update the wrong duplicate record.

Safe editing tips

• Phone and email changes should be reviewed carefully because they affect reminders and follow-ups.
• Keep notes factual and useful for service quality.
• After major changes, confirm open bookings still reference the right contact information.