The Simple Members App allows you to search for any client to view or update their details.
Open the app and on the top left side tap the burger menu (the icon that has the three lines).
Tap Client Search.
Start typing the client's name into the search field, then tap their name when it comes up below in the search results.
The client's details will display.
To change any of the details, simply tap any of the fields and enter the updated details.
To add a photo of the client, tap the profile picture and either take or upload a photo.
Click Submit when you're done.
To view the client's service history with notes, tap History and to upload images and files, tap Images/Files.
That's how simple it is to view and edit client details on your Simple Members App.
If you have any questions, feel free to send them to us via the Submit a Request option on your Help & Support page.