> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mountmonitor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update client details and preferences

> Keep contact information and client preferences current.

<Note>
  This guide is being written. The topics below show what it will cover.
</Note>

## Planned topics

* Use Edit Client to change contact details, address, company, identifiers, notes, and tags.
* Explain client tags such as Active and Inactive and the difference from job tags.
* Review automatic stage email and SMS overrides against shop defaults.
* Explain currency restrictions once jobs exist and connected-accounting behavior.
* Confirm the saved client details and relevant job/contact displays.

## Related guides

* [Understand client records](/clients/overview)
* [Archive or delete a client](/clients/archive-or-delete-a-client)
* [Change the client on a job](/jobs/change-the-client-on-a-job)