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How do I edit or delete a customer's information?
How do I edit or delete a customer's information?

Staying organized can be a challenge, but searching for and editing/deleting your client's customer profile is easy!

Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

It's simple! Just do the following to edit or delete your client's customer profile:

  1. Click on More at the top of the webpage in your GoReminders account. (For mobile users, More with the three black dots are located at the top left of your screen.)

  2. Click on Search under Customers.

  3. Type in a few letters of the client's name to find their profile and click on their name.

  4. Edit and/or update the information in their customer profile as needed.

  5. Click the Save button at the bottom of the profile to keep the changes. (Or click the red Delete button if you wish to delete the customer completely. This action cannot be undone.)

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