To Edit, Delete/Block, or Merge (below) Clients
- From the home screen on the app, go to "Clients" and select the client you'd like to edit
- Click on the "Edit" button in the top right
- Click on the "Delete Client" or "Block Client" button on the bottom of the Edit screen
- Make your desired changes and click "Save"
Merge Two Clients (below)
(note - only client accounts you've added can be merged - any accounts created by your clients themselves cannot be merged)
Go to "Clients" and click on "Merge"
Select the two clients to merge and click "Combine Clients"