{"id":1167,"date":"2022-06-01T13:09:00","date_gmt":"2022-06-01T13:09:00","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&#038;p=1167"},"modified":"2022-06-28T22:04:46","modified_gmt":"2022-06-28T22:04:46","slug":"change-your-clients-details-product-update-june-2022","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/change-your-clients-details-product-update-june-2022\/","title":{"rendered":"Change Your Client&#8217;s Details (Product Update, June 2022)"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">This is an archived product update, and may not contain the most up-to-date information.<\/p>\n\n\n\n<p>First, the headline:&nbsp;<strong>you can now change your client\u2019s name, email and time zone&nbsp;in Paperbell<\/strong>.<br><br>This probably sounds teensy, but is one those \u201ciceburgs\u201d where we\u2019ve actually restructured things under the hood that will allow even more of the improvements you\u2019ve been asking for!<br><br>Before, if a client wanted to switch to using a different email address, they had to do that themselves. Or if you added them to Paperbell but spelled their name wrong, it was stuck that way until they changed it.<br><br>But now, you have full control over your client details. It looks small for now, but this change will allow us to make your client\u2019s entire Paperbell experience even more customized to your business.<br><br>To edit a client, just click on their name in your client list, then click the \u201cModify\u201d button at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-1024x471.png\" alt=\"Change Your Client's Details\" class=\"wp-image-1168\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-1024x471.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-300x138.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-768x353.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-50x23.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-60x28.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e-100x46.png 100w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/06\/3c152abe-497a-4612-ad1d-c301a4a42e8e.png 1044w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>(BTW did you spot the \u201csend email\u201d button that we added up there as well? I bet you didn\u2019t even know you could\u00a0<strong>email your client right from Paperbell!<\/strong>)<br><br>Another nice little upgrade we added this week &#8211;\u00a0<strong>you can now find your meeting links right on your appointments page!<\/strong> Click on the meeting from the\u00a0<a href=\"https:\/\/app.paperbell.com\/provider\/bookings?utm_source=ActiveCampaign&amp;utm_medium=email&amp;utm_content=you+re+in+control+of+your+client+s+details&amp;utm_campaign=productupdate+editclient+8%2F6%2F22\" target=\"_blank\" rel=\"noreferrer noopener\">appointments page<\/a>,\u00a0and you\u2019ll see a detail page that includes the meeting URL.<br><br>And while we\u2019re on the topic &#8211; remember that your meeting links are ALWAYS in the Google Calendar invitation for both you and your client.<br><br>So if you\u2019re ever scrambling to find the right link (or your client is) I think Google Cal is the easiest place to look, since you likely already have that open! But now you know you can also find it in Paperbell (and your client can as well in their Paperbell client portal).<br><br>We have a lot more cool changes coming up in the next few months, it\u2019s gonna be a Paperbell Summer \ud83d\ude0e ! And keep sending us your suggestions for what you want to see!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>First, the headline:&nbsp;you can now change your client\u2019s name, email and time zone&nbsp;in Paperbell. This probably sounds teensy, but is one those \u201ciceburgs\u201d where we\u2019ve actually restructured things under the hood that will allow even more of the improvements you\u2019ve been asking for! Before, if a client wanted to switch&#8230;<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[30],"ht-kb-tag":[],"class_list":["post-1167","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-product-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Change Your Client&#039;s Details (Product Update, June 2022) - Paperbell Support<\/title>\n<meta name=\"description\" content=\"This is an archived product update, and may not contain the most up-to-date information. First, the headline:&nbsp;you can now change your client\u2019s name,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/paperbell.com\/support\/knowledge-base\/change-your-clients-details-product-update-june-2022\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Your Client&#039;s Details (Product Update, June 2022) - Paperbell Support\" \/>\n<meta property=\"og:description\" content=\"This is an archived product update, and may not contain the most up-to-date information. 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