Details

What are details?

Details is the section that stores the basic client details for you to view and edit.

These details include:

• Name
• NDIS Number
• Email
• Invoice Email
• Mobile Phone
• Home Phone
• Billing Address
• Service Address
• Goals

How do I edit these details?

To edit these details, go to Clients and select the client you wish to edit. Select the "Details" tab and then press the "Edit" button at the top right.

You will now be able to edit each of the fields. Once done, press "Save" at the bottom right.