How to update client information

Staffer’s can easily update client information in Teambuilder by following the steps below.

Step 1

Select the client you would like to edit in the client list or map

Step 2

On the client profile, click on the pencil icon on the left of the screen

Step 3

Select the information you would like to edit

There are 3 sections a staffer can edit about a client: Basic Information, Availability, and Intake Form

Step 4

Edit the information by clicking on the EDIT button on the appropriate section

All sections function the same. By clicking the EDIT button, a pop-up is triggered that lets you change the relevant section.

Need More Help?

If you have any questions, comments, or suggestions, please reach out! We want to build the best tool for you, so please don’t hesitate to let me know your feedback.

Please contact me directly at calvin@teamworkcares.com. I’ll get back to you within 24 hours!