How Do I Change or Update a Client’s Email Address?

Currently, you cannot directly edit or update a client’s email address once it’s added.

This is because the email address is the unique login ID for each client.

✅ What to Do Instead

If a client’s email address changes, you’ll need to:

1. Archive the existing client profile.
   • Go to Clients page → go the client’s card → click … → Archive.
2. Add the client as a new client using their new email address.
   • Go to Clients page → Add Client, and enter the updated email.

This ensures the client receives a fresh invitation and can log in with the new email as their username.

💡 Tip

• Before archiving, you can download or export important information (e.g., meal plans, notes) to re-add to the new profile if needed.

• If you only archive, the client still counts toward your client limit.

  To free up spots, make sure to delete the archived client when you no longer need their records.

If you need help with this process or want guidance on transferring plans to the new profile, feel free to contact us. 😊