Changing the customer type is easy!

FROM THE WEB APP
Step 1: Go to the 'Clients' Menu
Step 2: Click on a customer.
Step 3: Click Edit.
Step 4: Change / Select a new client type.
Step 5: Save.


FROM THE MOBILE APP
Step 1: Tap Menu > Clients > Tap on a Customer Record
Step 2: Tap "Show More"
Step 3: Tap "Client Type"
Step 4: Edit, Save, Done.

