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Clients

Edit or delete a client

Change a client's name, website, contact email, report schedule, brand colour and business address, or delete the client.

Updated Oct 23, 2026

Each client has a Settings tab with its details.

Edit a client

  1. Open Clients and click the client.
  2. Go to the Settings tab.
  3. In Client settings, change what you need:
    • Client name, Website and Contact email (reports and alerts go here)
    • Report schedule
    • Brand colour: pick a swatch, use Pick any colour, or type a Colour code such as #4351B4
    • Business address (used for map scans): Street, City, State or region, Postcode and Country (2 letters, for example US or DE)
    • Second location (optional): a second address for map scans (see Map scans)
  4. Click Save changes.

You see “Client settings saved” when it worked.

Delete a client

  1. Open the client from Clients and go to the Settings tab.
  2. In Delete client, click Delete with the client’s name.
  3. Click Yes, delete to confirm.

This deletes the client with its reports, rank tracking and chatbot settings. Audits and leads are kept.

Common questions

What happens to audits and leads when I delete a client?

They are kept. Deleting a client removes it with its reports, rank tracking and chatbot settings.

Still need help?

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