Customers & Properties
How to Update a Customer
customers update customer crm
How to Update a Customer
When to use this guide
Use this guide when you need to change a customer's contact information, update notes, adjust preferences, or add important tags.
Prerequisites
- Customer must already exist.
- You must have permission to edit customers.
Step-by-step
Step 1 — Open Customer Profile
- Go to Customers.
- Search or scroll to find the customer.
- Click the customer’s name to open the profile.
Step 2 — Update Contact Details
You can edit:
- Name
- Phone
- Address
- Preferred communication method
- Billing preferences
Step 3 — Update Notes
Use notes for:
- Gate codes
- Parking instructions
- Pet notes
- Preferences (e.g., “always mornings”)
- Sensitive reminders
Step 4 — Add or Edit Tags
Tags improve organization and assignment. Examples:
- VIP
- Property Manager
- New Client
- AirBnb Host
- Monthly Client
Step 5 — Save Changes
Click Save Customer.
Common mistakes
❌ “Changes not saving”
- Some required fields may be empty.
- The browser may auto-fill invalid data.
❌ “Email duplicated”
- Another customer may already use the same email.