How-to

How do I change a client’s email or phone number?

Update the client profile and check the intended channel before sending again.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Open Clients and select the person.

  2. Open their profile editing action.

  3. Correct Email Address or the separate SMS / WhatsApp number, including country code.

  4. Check Preferred Delivery Method, then save.

How you know it worked

The profile shows the corrected details. Existing delivery history remains a record of earlier attempts.

If something looks different

Changing an address does not prove an earlier message reached the new address. Check the assignment’s Delivery Log before deciding to resend.

YOUR NEXT STEP

My client says nothing arrived. What should I check?

Start with the assignment’s Delivery Log so you do not send duplicates while diagnosing the problem.