Change Household Name

Should you need to change the name of a Household once it's been created, head over to the Households view on the Clients page.

From here, scroll to the far right of your Households table to the edit icon. This will allow you to update any Household name.

Change Account Name

Should you need to change the name of an Account once it's been created, head over to the Accounts View on the Clients page and scroll to the far right of your Accounts table. There, you will see the edit icon that will allow you to update any Account name.

Make sure to select Save when you're finished.