Edit a Client
To edit a client in Workmax, follow these steps:
- Sign in to your "Workmax" account with an admin account.
- Go to the "Clients" section.
- Select the client you want to edit.
- Click on the "Actions" button.
- Click on the "Edit" option.
- Enter the client details
- Name
- Department (Optional)
- Address (Optional)
- Phone Number (Optional)
- Notes (Optional)
- Click on the "Save" button.
Workmax will now update the client details. If you have any questions or need help, please contact Workmax Support.