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  • Apr 4, 2025
  • 1 min read

Edit A Client


Editing a client is just as easy, and can be done at any time. Just open up the detail view, make your changes, and save.

How To Edit A Client


  1. On the Clients page, find the Client you would like to edit

  2. Click the "Details" button at the bottom right of the Client

  3. In the Detailed View, you can now see all information saved about the client, and make changes to it.

  4. When you're done making changes, press the "Save" button at the bottom of the Detailed View.

  5. To go back to the Client Overview, press the X at the top right of the page




 
 
Clients Overview

Keep track of the people you work with all in one place with the Clients tab

 
 
Add A Client

Adding a client on Ensurely is simple! Have a new Client ready in just a few clicks.

 
 
Filtering Clients

Looking for a specific person? With filtering, narrowing down your Clients can be as granular as you'd like.

 
 
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