How to Update Your Client’s Phone or Mobile Number in Effi

Overview

You can easily update your client’s mobile number and email address from their profile in Effi. Keeping these details up to date ensures your client can access their portal and receive important notifications without issues.

Step-by-Step Guide

Step 1: Open the Client Profile

1. Locate the client you would like to update.

2. Click on their name to open their Client Profile.

Step 2: Select the Edit Icon

1. In the client profile, locate the pencil (edit) icon.

2. Click the pencil icon next to the client’s details.

Step 3: Update Contact Details

1. Enter the updated mobile number and/or email address.

2. Review the details to ensure they are correct.

3. Click Update to save your changes.

Step 4: Confirm the Update

Once saved, a success message will appear confirming the update.

Your client can now use their updated mobile number to log in to their client portal.

Helpful Tips

• Always confirm the updated contact details with your client before saving.

• Ensure the mobile number includes the correct country code, where applicable.

• If your client experiences login issues after the update, ask them to refresh their browser and try again.

Need Help?

If you need further assistance, please contact our support team:

📧 support@effi.com.au

We’re happy to help.