> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# View & edit client profile

In the client's profile, you can update client information, approve consent, verify identity, add next of kin, send a video call link and create important notes.

| 📍 **Where to find this:** Clients → select a client → Profile tab

## ✅ What you can do

* Update a client's personal information
* Approve or remove a client's data consent
* Verify or remove a client's identity
* Add next of kin information
* Send a video call link via SMS or email
* Add, view, edit or delete an important note

## ✏️ Update client's information

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Edit** button.

![Client's Profile](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_jurv5k.png =650x215)

4. A pop-up appears — update the relevant personal information (email, mobile, address, etc.).
5. Click **Submit** to save.

![Update Client](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_17w6khi.png =650x537)

## ✅ Approve client's consent

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Not Approved** button on the client's detail page.

![Not Approved button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_hzcapu.png)

4. Click **Approve Consent** to approve.
* The button turns green and shows **Approved** with the approval date.
5. *(optional)* Click **Send Consent Email to Client** to email the consent to the client.

![Personal Data Policy](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1k4k33n.png =650x543)

## ❌ Remove client's consent

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Approved** button on the client's detail page.

![Approved button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1adktay.png)

4. Click **Remove Consent**.
* The button turns red and shows **Not Approved**.

![Personal Data Policy](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_10m7jav.png =650x536)

## 🪪 Verify a client's identity

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Not Verified** button on the client's detail page.

![Not Verified button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_159y0kl.png)

4. Select the client's identification.
5. Click **Submit**.
* The button turns green and shows **Verified**.

![Verified](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_18prn2r.png =650x677)

## ❌ Remove client's verification

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Verified** button on the client's detail page.

![Verified button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1bldz89.png)

4. Deselect the client's identification.
5. Click **Submit**.
* The button turns red and shows **Not Verified**.

## 👨‍👩‍👦 Add next of kin

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Next of Kin** button on the client's detail page.

![Next of Kin button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_15spig.png)

4. Enter the required next of kin information.
5. Click **Submit**.
* The button turns green showing **Next of Kin**.

![Next of Kin button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_101qfh.png)

![Client Next of Kin](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_ijtunr.png =650x618)

## 📹 Send a video call link

### Via SMS

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Video Call** button on the client's detail page.

![Video Call button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1yyzmhq.png)

4. Click the **SMS** tab in the pop-up.
5. *(optional)* Choose a questionnaire, LOC or file from the dropdown.
6. *(optional)* Select a template and enter a message.
7. Tick **Attach video call link** — the link is appended to the message automatically.
8. Click **Send**.

![Send SMS including Video Call](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1wsnvfr.png =650x521)

### Via Email

1. Click the **Video Call** button on the client's detail page.
2. Click the **Email** tab in the pop-up.
3. *(optional)* Choose a questionnaire, LOC or file, select a template, enter a message.
4. Tick **Attach video call link**.
5. *(optional)* Click **Choose file** to upload an attachment.
6. Click **Send**.

![Vide Call button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1l4bnda.png)

![Send Email including Video Call](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_10bzuej.png =650x522)

## 📌 Add an important note

1. Click the **Clients** menu.
2. Click on the client from the list.
3. Click the **Important Note** button on the client's detail page.

![Important Note button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_8rvo6r.png)

4. Enter the note in the **Details** field.
5. Click **Submit**.
* The button turns green showing **Important Note**.

![Important Note button](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1yfhwtx.png)

![Add Important Note](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_14wrsb8.png =650x472)

## 👁️ View, edit or delete an important note

1. Navigate to the **Important Note** section on the client's profile.
2. Click the **Eye** icon to view the note.
3. Click the **Edit** icon to modify the note.
4. Click the **Delete** icon to delete the note.
* The button turns purple after deletion.

![Important Note](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_i2w7d2.png =650x43)

|| ℹ️ You can set a client as Active or Inactive but you cannot delete a client from records

| 💡 To send messages or questionnaires to the client, see [Send messages, questionnaires, LOCs or files to clients](https://help.meridiq.com/en/article/send-messages-questionnaires-locs-or-files-to-clients-uywh2e/).