Edit Client Info
Editing your client info is simple in Therapyzen.
Important Detail!
All the information in this form is captured in the client intake. You can save yourself valuable time by letting your clients complete this information during their intake.
1. Getting started
Navigate to the Client Info tab of your client's profile
2. The client information tab
There are five sections found in the Client Info tab:
- Client Name: Edit your client's full name details
Scheduling - Reminders: Select your client's time zone to ensure they receive accurate appointment reminders
Demographics: Edit your client's demographic details
Employment: Edit your client's occupational details
Referral: Edit your client's referral detail