Keeping your customer records accurate is essential for smooth communication, proper billing, and excellent service. With Clockdiary, you can easily edit customer details in just a few clicks. This guide will walk you through the process so you can quickly update names, emails, phone numbers, and addresses while keeping your customer database organized and up to date.

Why You Should Regularly Edit Customer Details

Updating customer details is more than just good housekeeping. When your records are accurate you:

• Make sure invoices and reminders reach the right inbox
• Avoid errors in billing, shipping, or service appointments
• Deliver a better and more personalized experience to your customers

Customer Information You Can Update

Clockdiary lets you edit customer details like:

• Customer name
• Email address
• Phone number
• Physical address

Having all of this correct ensures you never miss important communication.

Step-by-Step Guide to Edit Customer Details

Step 1: Open the Customers Section

From the left-hand sidebar menu, click on “Customers” to access your customer database.

Step 2: View the Customer List

All customer details will be displayed in a clean, tabular format for easy viewing and access.

Step 3: Click the Edit Icon

Find the customer you want to update. Click the edit (✏️) icon in the “Actions” column next to their entry.

Step 4: Update Customer Information

A form will appear, allowing you to modify details such as:

• Customer Name
• Email Address
• Phone Number
• Physical Address

Step 5: Get Confirmation

Once saved, you’ll see a confirmation pop-up at the bottom-right corner of your screen notifying you that the customer details were successfully updated.

Tips for Managing Customer Information

• Edit customer details as soon as you receive updated information
• Use Clockdiary’s search feature to quickly find the profile you want to update
• Double check email addresses and phone numbers to avoid mistakes
• Keep names consistent so you can find them easily later

 If you still have any queries, please email us at support@clockdiary.com.