# Edit or delete a client

> Update a client's name, contact details, address and notes, change their photo, or delete a client who has no projects.

Source: https://docs.moodiri.com/directory/edit-or-delete-a-client

## Why use it

Clients move house, change email, and pick up new phone numbers. Updating the record once keeps every
project, invoice and portal invite pointed at the right person.

## When to use it

- **New contact details.** An updated email before you send an invoice or a portal invite.
- **Add an address.** Fill in the client's address for your records.
- **Clean up.** Delete a client added by mistake, or a duplicate with no projects.

## Before you start

- Only the owner and admins can edit clients.
- Deleting a client needs the **Delete clients** permission. The owner always has it.
- Open **Directory** > **Clients** and choose the client.

## Steps

![Client page for Alex Rivera, with an edit button on the Contact panel listing email, phone, company and address, beside the financial overview and recent invoices.](https://docs.moodiri.com/shots/directory--edit-or-delete-a-client-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/directory--edit-or-delete-a-client-annotated.webp
1. On the client's page, choose **Edit client**, the pencil in the **Contact** panel.
2. Update the **First name**, **Last name**, **Email** or **Phone**, for example *(415) 555-0199*.
3. Add or correct the **Address**, for example *1180 Lombard Street, Unit 8*, with city, state and zip below it.
4. Keep anything your team should know in **Notes**, such as how the client likes to be reached.
5. Choose **Save changes**. The client's page and every linked project show the new details.

## Change the client's photo

Choose the photo at the top of the **Contact** panel to upload or remove one. If your client sets their
own photo in the client portal, theirs replaces it.

## Delete a client

In **Edit client**, choose **Delete client**, then **Delete** to confirm. You return to the client list.
If the client still has projects, the dialog says how many to remove or reassign first, and
**Delete client** is not shown.

## What happens next

- After saving, the client page shows the new details straight away.
- A deleted client no longer appears in the Directory.

## Limits

- **First name** and **Last name** are required.
- Changing a client's **Email** signs them out of the client portal and cancels any open invite, because the email is their portal sign-in. Send a new portal invite afterwards.
- A client with projects cannot be deleted until those projects are removed or given another client.
- Deleting a client cannot be undone.

## Questions

### If I change a client's email, which projects use the new one?

All of them. Every project, invoice email and portal invite uses the client record.

### Can I get a deleted client back?

No. Deleting a client cannot be undone.