---
title: How to Edit Client Details
description: How to Edit Client Details
---

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1. [Knowledge Base](https://help.cerely.com/?hsLang=en-au)
2. [Client Management](https://help.cerely.com/client-management?hsLang=en-au)

# How to Edit Client Details

## Updating client details in Cerely ensures that your records remain accurate and reflect the most current information for billing, rostering, and reporting purposes. Use this feature to make changes to contact details, account managers, contract terms, and more.

1\. From the main menu on the Cerely dashboard, click on the **Client** tab

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/2wF0EVF5rOjOGQLL7XSlo0rAPbBzIHn8qQ.png)

2\.From the client list, click on the **client name** you want to edit, this will open the client profile 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/mLaKFvDOBDa26I5ZB9PZpjE2DuR5cdBClg.png)

3\. In the top right-hand corner of the client profile, click **Edit** to enable edit mode

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/t5M1eKoIaj0xtAVPzlILuxovzOuv31o6lQ.png)

4\. Make updates to any relevant fields such as contact information, ABN/ACN, service dates, account managers, or address details etc...

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/cl_DqERNvMpUEQOn0nCzp_eEa0SnKR2Npg.png)

5\. Once all updates are complete, click **Save Changes** to update the client’s record in the system

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/HuVV0O_z6h66FNpI5aJum2iLve7p891huQ.png)

Your client’s details are now updated and available across billing, rostering, and reporting modules in Cerely. 

- [System Setup](https://help.cerely.com/system-setup?hsLang=en-au#main-content)

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