How to Edit a Customer’s Profile in Appointy

You can update a customer’s profile in Appointy whenever their contact information or other saved details need to be changed.

Because Appointy is used across many industries, the customer may be a client, patient, student, member, guest, or participant.

How to update a customer profile

Quick navigation

Customers → Select Customer → Edit → Update Customer Details → Update

Steps to edit a customer profile

1. Log in to your Appointy admin account.
2. Click Customers in the toolbar on the left.
3. Select the customer whose profile you want to update.
4. In the customer details window, click Edit above the customer image or profile icon.
5. The Update Customer window will open.
6. Edit the required customer details.

7. 
   
   
    

   7. Click Update to save the changes.
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   What customer information can I update?

   You can update the information available in the customer profile through the Update Customer window.

   Depending on the customer details stored in your account, this may include information such as:

   Name
   Email address (Using merge feature)
   Phone number
   Other customer profile information

   Only update information that belongs to the correct customer profile.

   When should I update a customer profile?

   You may need to update a customer when:Their phone number has changed

   Their email address has changed
   Their name or profile details need correction
   Incorrect customer information was entered
   You need to keep the customer record up to date
    

   Does updating a customer profile delete their appointment history?

   No. Editing a customer profile updates the saved customer information; it does not delete the customer record.

   The customer remains in Appointy with their associated booking history.

   
   Frequently Asked Questions

   
   How do I edit a customer in Appointy?

   Go to Customers → Select Customer → Edit, update the required information, and click Update.

   Can I change a customer’s email address or phone number?

   Yes. If those fields are available in the customer profile, you can update them from the Update Customer window.

   Can I correct a customer’s name?

   Yes. Open the customer profile, click Edit, update the name, and save the changes.

   Will editing a customer create a new customer profile?

   No. Editing updates the existing customer record rather than creating a new one.

   Will the customer’s existing appointments remain after I update their profile?

   Yes. Updating the customer profile does not remove the customer or their appointment history.

   What is the difference between editing and deleting a customer?

   Editing changes the information in the existing customer profile.

   Deleting removes the customer profile and, as we established for the deletion article, also permanently deletes appointments associated with that customer.