Skip to main content

Edit a Client

To edit a client in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Clients" section.
  3. Select the client you want to edit.
  4. Click on the "Actions" button.
  5. Click on the "Edit" option.
  6. Enter the client details
    • Name
    • Department (Optional)
    • Address (Optional)
    • Phone Number (Optional)
    • Notes (Optional)
  7. Click on the "Save" button.

Workmax will now update the client details. If you have any questions or need help, please contact Workmax Support.