> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/edit-client-profile.md).

# Edit Client Profile

**Page type:** Task guide\
**Status:** Draft (Noah Edit)\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-08 (Noah Edit: 2026-05-13)\
**Audience:** Super Admin, Admin, Supervisor, Clinician

## What This Section Covers

This material covers how to update an existing Client profile.

## Before You Start

* You must have permission "View client list".
* You must have permission "Edit client profile".
* Depending on your role, you may see only be able to acces the View Details page OR the Edit Details page.

## Where To Start

1. Sign in to Compassly.
2. In the left navigation menu, select ***Clients***.

## Available Actions

1. **Open the Edit client profile page.**
   * You may want to use the filters covered in "View Client List" guide to narrow your list data.
   * You can either select the item by clicking on the Client's ID (Under the ID column) in the list, or by opening the Action dropdown menu (click the three dots on the right under the Action column) and selecting "Edit client profile".

![](/files/0BojzypBePLdLBzJSE0P)\
*Figure 1. "Active" Client List page with emphasis on edit navigation.*

* You should be directed to a new page titled "Client: (Name of the Client you selected)".
* The required fields (Which will be marked by an asterisk) are:
  * *First name*
  * *Last name*
  * *Date of birth*
  * *Age* (Determined by *Date of birth* field)
  * *Assigned team members* (Not editable)
  * *Locations* (Not editable)
  * *Email* (Under Client contact data)
  * *Cell phone* (Under Client contact data)
* The optional fields are:
  * *Middle initial*
  * *Sex*
  * *Gender identity*
  * *Marital status*
  * *Payer source*
  * *Diagnoses*
  * *Allergies*
  * *Admission date*
  * *Discharge date*
  * *Address* (Under Client contact data)
  * *Home phone* (Under Client contact data)
  * *Contact person’s data* (*First name, Last name, Email, Phone number*)
  * *Caseworker’s data* (*First name, Last name, Email, Phone number*)
  * *Nurse’s data* (*First name, Last name, Email, Phone number*)

> **Warning:** Even with max permissions, some fields will not be editable due to the way data relationships are structured in Compassly (*Locations*, *Assigned team members*). For information on how to alter these fields, use Guides found under [Connections](/compassly-docs/core-modules/clients.md).

* Some segments of editable fields will be collapsed by default (*Contact person’s data*, *Caseworker’s data*, *Nurse’s data*). In order to expand/collapse these sections, simply click within the dedicated space for that segment's title, the title itself, or the arrow present to the right of the title.

![](/files/znQ3hNqos8nLvSXHetnN) ![](/files/gFyZ8IzF1v9OEpP0P03u)\
*Figure 2 - 4. An abbreviated overview of Edit client profile fields.*

* For Date fields, such as *Date of birth*, there will be a small icon on the right side of the input box that looks like a calendar with an even smaller analog clock image on it's bottom right corner. Clicking into this kind of input field should trigger a calendar display. Consult the reference image below for instructions on how to navigate this calendar to select the date you want.

![](/files/77Yp30BXIlYJKwnIvz0P)\
*Figure 5. General calendar input display.*

* For the fields *Locations* and *Assigned team members*, there is a option titled "See all" that, when clicked, will open a list on the right side of the screen containing all the options that are currently associated with that Client.
* After all input fields have been filled out, click the "Update" button to save your edited Client profile. A notification should pop up in the bottom left corner of the page to confirm your success.

![](/files/llE9scuEm8x74cFtTrtZ)\
*Figure 10. Success notification for editing a Client profile.*

## Notes

* An info icon near the Client name shows the Client ID in a tooltip. The tooltip includes a "Copy" button, which copies the Client ID.
* The "Open program details" button appears at the top of the page when the current role can access at least one Client-level module. If the current role can view ***Programs***, the "Open program details" button opens the client’s ***Programs*** page by default. If the role cannot view ***Programs***, Compassly opens the first Client-level page the role can access. If the current role has no access to Client-level modules, the "Open program details" button is hidden.
* The Client fields *First name*, *Last name*, and *Date of birth*, collectively, must remain unique due to duplication protections. Client names are case-insensitive. If you change only the letter casing of the name, Compassly should show a message that the name is case-insensitive and cannot be saved as a casing-only change.
* There are currently no failsafes for backing out of editing a Client profile after a change has been made but not saved, so keep that in mind.

## Role Differences

* ***Super Admin / Admin / Supervisor / Clinician:*** Will be able edit a Client profile.
* ***Basic:*** Will only be able to view Client profile details.

## Summary Of Section

**Upon reviewing this material, you should be able to:**

* Navigate to the Edit client profile page of a Client in two different ways
* Identify the fields of a Client profile, and edit the fields that allow for it
* Save your changes to a Client profile using the "Update" button

## Related Guides

* [View Client List](/compassly-docs/core-modules/clients/view-client-list.md)
* [Add New Client](/compassly-docs/core-modules/clients/add-new-client.md)
* [Programs](/compassly-docs/core-modules/clients/programs.md)
* [Connections](/compassly-docs/core-modules/clients.md)


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