How do I edit personal information?

You can edit personal information on behalf of your customers via the contact record

Note: Medical information and emergency contacts can only be updated directly by your customers. Your customers can update their own information by signing into their JoinIn account and following the steps in the help article here.

 

Steps:

  • Navigate to Home > Contacts
  • Click on the name of the contact written in blue
  • Click on the Edit icons in the top-right of each Personal Information section



For more help on how to manage contacts, you can read our help article here.