Clients

Edit a client's details

Admins & staff

Change a client's name, email, phone, notes or the staff member responsible for them.

Where:SidebarClientsClient nameEdit

Select Clients in the sidebar.
Select the three dots at the end of the client's row, then choose Edit. You can also open the client and select Edit.
Change the First Name, Last Name, Display Name, Email, Phone or Notes.
If your business has more than one staff member, change who is responsible in Assigned To.
Select Save changes.

Good to know

Display Name follows the first and last name unless you have entered your own.
Hydi refuses an email address that another client already uses.
Changing a client's details does not send them anything or change their portal link.

Choose how a client is remindedOverride your business default so a client gets reminders and other messages by email, SMS or both.
Regenerate a client's portal linkReplace a client's portal link with a new one, so the old link stops working.
Archive or unarchive a clientHide a client you no longer work with from your list, or bring an archived client back.

See a client's tasks, documents and forms

Open a client to see their tasks, the files they uploaded and the forms they submitted.

Send a client a reminder now

Send a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.

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