How do I edit my client’s Settings?

You can update your Client Information in 2 areas.  

From your Agency Dashboard: 

Step 1: Click on Client Locations from the left-hand sidebar. 

Step2: Choose the client location you wish to edit and select Edit from the dropdown bar. 

From there you can update the email address and the name of that Client Location. 

From your Client Location Dashboard

Step 1: Log into your Client’s Dashboard and from the left-hand sidebar choose Admin. Then choose Your info. 

Step 2: Choose Your Info. 

From there you can update your client’s: 

• Information 

• Time Zone

• Connect their social accounts 

• Upload their logo for watermarking.