{"id":4497,"date":"2026-10-30T16:06:46","date_gmt":"2026-10-30T08:06:46","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?post_type=help-centre&#038;p=4497"},"modified":"2026-10-30T16:06:47","modified_gmt":"2026-10-30T08:06:47","slug":"update-clients-personal-information","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/update-clients-personal-information\/","title":{"rendered":"Update Client\u2019s Personal Information"},"content":{"rendered":"<div data-post-content>\n<p class=\"wp-block-paragraph\">You can maintain a client\u2019s information in SafeTalk even if they don\u2019t use the platform themselves. This can be helpful when supporting a child or older adult, or when managing records on a client\u2019s behalf. Keeping personal and contact details up to date makes it easier to find what you need and use the correct information for reminders.<\/p>\n\n\n\n<h2 id=\"how-to-update\" class=\"wp-block-heading\">How to Update Client\u2019s Information<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Use the client search in SafeTalk to find the client.<\/li>\n\n\n\n<li>Select the client, then choose <strong>File<\/strong> from the available shortcuts.<\/li>\n\n\n\n<li>In the client file, find <strong>Basic Info<\/strong> and click the pencil icon or <strong>Edit Info<\/strong>. The edit form will show the details available for that client.<\/li>\n\n\n\n<li>Update the information as needed, such as their name, email address, phone number, date of birth, address, or emergency contacts.<\/li>\n\n\n\n<li>Click <strong>Update<\/strong> to save your changes.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The details available to edit may depend on the client\u2019s file and engagement status. Review the information carefully before saving.<\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/edit-client-information.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 id=\"check-email-phone-verification\" class=\"wp-block-heading\">Check Email and Phone Verification<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The client\u2019s email and phone verification status appears with their contact details. In the edit form, you can review the verification settings alongside the information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm the details with the client before marking an email address or phone number as verified. A verified email can receive email reminders. A verified phone number can support WhatsApp reminders when WhatsApp access is available on your account and the client has opted in.<\/p>\n\n\n\n<h2 id=\"update-client-details\" class=\"wp-block-heading\">Update Client Details When Needed<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a client\u2019s information changes, open their file, select <strong>Edit Info<\/strong>, and update the relevant details. Keeping the record current helps you access accurate information when supporting the client.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>You can maintain a client\u2019s information in SafeTalk even if they don\u2019t use the platform themselves. This can be helpful when supporting a child or older adult, or when managing records on a client\u2019s behalf. Keeping personal and contact details up to date makes it easier to find what you need and use the correct [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"template":"","meta":[],"tags":[],"help_centre_category":[132,165,128],"class_list":["post-4497","help-centre","type-help-centre","status-publish","hentry","help_centre_category-client-management","help_centre_category-client-profiles","help_centre_category-resources-for-therapists"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre\/4497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/help-centre"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=4497"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=4497"},{"taxonomy":"help_centre_category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help_centre_category?post=4497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}