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The bulk edit feature lets you update client or worker details in bulk without opening individual profiles. This is useful for making the same change across many records at once.

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Clients

To bulk edit client details, navigate to Operations → Bulk Edit → Clients. Bulk edit clients

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Editing client records

Double-click inside the field you want to update and type in the new information. Click Save after entering the information. Editing a client field

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Adding columns

Use the Column Chooser to drag out additional columns for editing. This lets you display and edit fields that aren’t shown by default. Column chooser for clients

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Workers

To bulk edit worker details, navigate to Operations → Bulk Edit → Workers. Bulk edit workers

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Editing worker records

Double-click inside the field you want to update and type in the new information. Click Save after entering the information. Editing a worker field

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Adding columns

Use the Column Chooser to drag out additional columns for editing. Column chooser for workers

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Running into issues?

See General troubleshooting for common errors and fixes.

Import CSV

Import new records in bulk using CSV files

Service management

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Editing drop-down lists

Customise categories, areas, divisions, and other list values