# Update a client

> Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.

URL: https://www.agencytitan.com/help/clients/update-a-client/

**Edit client** records and **update client details** from the **Info Sheet**, **Client Settings**, and inline controls on the **Clients** list. In AgencyTitan, **Client Profile** means the template that defines fields and layout, not the client's display name or logo.

## Who this is for

Agency team members who maintain existing client records. Requires the **Edit Clients** permission. Without it, edit controls and **Client Settings** are not available.

## Before you begin

- The client record already exists. See [Create a client](/help/clients/create-a-client/) if you need to add one.
- You are signed in to the correct agency workspace.
- You can open the client from **Clients** ([/clients](https://app.agencytitan.com/clients)). See [Find and organize clients](/help/clients/find-and-organize-clients/) for search and filters.

New to client vocabulary? See [Clients overview](/help/clients/overview/).

## Update Info Sheet fields

Day-to-day client data lives on the **Info Sheet** for each client record.

1. Open **Clients** and select a client name to open its record.
2. Confirm **Info Sheet** is selected under **CLIENT DETAILS**.
3. Hover a field value to reveal inline actions:
   - **Edit value**
   - **Copy value**
   - **View field history**
4. Select **Edit value** to change the field, then save your edit.

   ![Info Sheet General Information section with Edit value, Copy value, and View field history icons visible beside Client Name on hover](/docs/screenshots/clients-update-v2/clients-info-sheet-edit-affordances.png)

Use **Copy value** when you need the field text elsewhere. Use **View field history** to see prior values for that field.

## Update core client settings

Core account fields (name, status, priority, timezone, tags, and team assignment) live on **Client Settings**.

1. From the client record, select **Settings** in the client navigation.
2. Review **Client Settings**. The page copy says **Changes save automatically**; an **Auto-saves** label appears on the page.
3. Update fields in **Basic Information** as needed:
   - **Client Name**
   - **Client ID** (read-only; use **Copy Client ID** when you need it)
   - **Status**
   - **Priority**
   - **Timezone**
   - **Tags** (type in the field and select **Add**)
   - **Assigned Team Members**

Changes save automatically as you edit. No separate **Save** button is required.

## Update client branding

On **Client Settings**, scroll to **Client Branding**:

- **Client Icon**: square format, used in lists and pickers
- **Client Logo**: landscape format, used on detail pages

For either image, **Click to upload image, paste, or drag and drop**. Accepted formats: **PNG**, **JPG**, **GIF**, **WEBP** up to **25 MB**.

## Update URL slug and pinning

Still on **Client Settings**:

1. Under **URL Slug**, edit **Pretty URL Slug** (shown with the `/clients/` prefix). Helper text: **Used for friendly URLs. Auto-generated from client name if left empty.**
2. Under **Pinning**, choose:
   - **Pin for Me**: **Only visible to you**
   - **Pin for Everyone**: **Visible to all team members**

   ![Client Settings showing Client Branding upload areas, Pretty URL Slug field, and Pin for Me and Pin for Everyone buttons](/docs/screenshots/clients-update-v2/clients-settings-branding-slug-pin.png)

For list-level pinning, see [Find and organize clients](/help/clients/find-and-organize-clients/#pin-clients).

## Change status, priority, tags, and profile from the list

On the **Clients** list, several columns support inline updates without opening the full record:

- **Status**: change status
- **Priority**: change priority
- **Profile**: change profile (reassign the **Client Profile** template)
- **Tags**: edit tags
- **Assigned**: edit assignment

   ![Clients list table showing Status, Priority, Profile, Tags, and Assigned columns with inline controls on client rows](/docs/screenshots/clients-update-v2/clients-list-inline-controls.png)

Select the value in the column you want to change and pick a new option from the control that opens.

## Change Client Profile (reassign template)

:::tip[Client Profile means template]
**Client Profile** is the template that defines which fields, sections, and status options apply to a client record. Changing a client's profile **reassigns that template**; it does not edit the template definition itself.
:::

### Reassign profile from the Clients list

1. Open **Clients** ([/clients](https://app.agencytitan.com/clients)).
2. In the **Profile** column for the client, open the profile control (**Change profile**).
3. Search or scroll the list and select the target profile.

   ![Clients list Profile column with Change profile picker open showing Search field and profile options such as Lawn and Landscape with a checkmark on the current selection](/docs/screenshots/clients-update-v2/clients-change-profile-picker.png)

The change applies immediately; there is no confirmation step. The **Profile** column updates to the profile you selected.

**Requirements and consequences:**

- Requires **Edit Clients**
- The target **Client Profile** must be **active** and available in your agency workspace
- Stored field values on the client record **remain**
- **Info Sheet** layout and available **Status** options come from the **new** template
- The client's current **Status** is **not** automatically reset; review **Status** after changing profile

### Edit Profile opens the template builder

**Edit Profile** in the client header **More actions** menu (⋯) opens the **Client Profile** template builder for the profile assigned to this client. It does **not** reassign the client to a different profile.

   ![Client record header with More actions menu open showing Escalate, Assign, Status, and Edit Profile; Edit Profile opens the Client Profile template builder](/docs/screenshots/clients-update-v2/clients-more-actions-edit-profile-menu.png)

To **change client profile** (reassign template), use **Change profile** on the **Clients** list as described above, not **Edit Profile**.

## Expected result

- **Info Sheet** field edits stay on the client record.
- **Client Settings** changes save automatically (**Auto-saves**).
- **Client Icon**, **Client Logo**, **Pretty URL Slug**, and pin choices update as configured.
- Inline list changes update **Status**, **Priority**, **Profile**, **Tags**, or assignment display immediately.
- After a profile reassignment, the client uses the new template's layout and status options; field values are retained.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Edit value** or **Client Settings** is missing | You lack **Edit Clients** | Ask a workspace owner to grant **Edit Clients** |
| **Change profile** is unavailable | Missing **Edit Clients** or the profile column is hidden | Confirm permissions; open **Columns** on the list and show **Profile** |
| Target profile is not listed | Profile is inactive or not available in your agency | Choose an active profile in your agency workspace |
| Layout looks wrong after profile change | Expected: the new **Client Profile** template controls sections and fields | Review **Info Sheet** and **Status** after reassignment |
| **Edit Profile** did not reassign the client | **Edit Profile** opens the template builder, not reassignment | Use **Change profile** on the **Clients** list instead |
| Branding upload fails | File type or size outside limits | Use **PNG**, **JPG**, **GIF**, or **WEBP** at **25 MB** or less |
| **Pin for Everyone** is missing | Your role may not include team-wide pin controls | Use **Pin for Me**, or ask a workspace owner to pin for the team |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Find and organize clients](https://www.agencytitan.com/help/clients/find-and-organize-clients/): Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.
- [Invite a client portal user](https://www.agencytitan.com/help/clients/invite-a-client-portal-user/): Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.
- [Delete a client](https://www.agencytitan.com/help/clients/delete-a-client/): Remove a client from normal Clients lists with typed DELETE confirmation. Delete one client from the record page or several from the Clients list.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.