Fill in the extra client details

Short answer

Open the client and use Edit Client. Full steps below.

Where: Clients in the left sidebar

Plans: All plans

Steps

  1. Open the client and use Edit Client.
  2. Switch More details on — it reveals company name, secondary phone, website, preferred contact method, residential or commercial, tags, billing address and notes.
  3. Save. The switch opens by itself next time if any of those fields already hold something.

Rules and limits

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.

Last verified 2026-10-07.