---
title: Updating a Client Profile
description: "To update information within the client profile, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen. ![YouthCenter dashboard…"
url: "https://docs.youthcenter.net/docs/updating-a-client-profile/"
updated: "2026-09-25"
category: Client Basics
tags:
  - Client Profile
  - General Profile
---

# Updating a Client Profile

To update information within the client profile, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.

![YouthCenter dashboard with two red arrow graphics, one pointing to the Search clients bar in the top right and one pointing to the Search link under the Case Manager menu](https://docs.youthcenter.net/wp-content/uploads/2022/08/Searching-for-a-client.png)

Once a client is selected, select the General Profile application

![Case Manager navigation menu for a sample client showing Summary, General Profile, Contacts, Notes, and Assessments options, with a red arrow graphic pointing to General Profile](https://docs.youthcenter.net/wp-content/uploads/2022/08/Case-Manager-General-Profile-Menu.png)

Given that you have proper permissions, you can then select the edit button in the top right of the screen

![General Profile page for a sample client showing Client Profile details, Online Accounts, Aliases, Tags, and Comments sections, with a red arrow graphic pointing to the edit button in the Client Profile section header](https://docs.youthcenter.net/wp-content/uploads/2022/08/image-86-1024x704.png)

### **The Client Section**

The client section holds general name information.

The **Status **drop-down adjusts where in the lifecycle of your program the client is in. This can be customized by your administrators.

The **Client #** is a unique number the system uses to track the client. This number is autogenerated by YouthCenter however, your organization may have a client/case numbering system already. You may change the Client # to match your own numbering system.

The **First, Middle, Last Name and Suffix** sets the clients name used throughout the system

The **Notes** field is a general use text box used for entering a general note about a client. The information placed in this field will be only be shown in the General Profile application. Case notes should be placed in the Notes application or Progress Reports application in the Detention section.

The **Cell Phone** field optionally allows you to hold a client's cell phone number.

The **Next Court Date** indicates when a client is expected in court. This information is also shown in the Summary application. This can be blank if not applicable.

### **The Online Accounts Section**

The **Online Accounts Section** optionally builds up a total social media presence profile of a client.

You can add in as many accounts as is needed for tracking

![Online Accounts edit form with fields for Title, Url, Username, Password, and Notes, plus Remove and Add an Online Account buttons](https://docs.youthcenter.net/wp-content/uploads/2022/08/image-87.png)

### **The Aliases Section**

The Aliases section allows you to enter one or more aliases for a client. In addition to showing in the General Profile application, aliases are also searched when looking for a client.

**To add an alias: **

- Select the green + Add an Alias button.
- Click inside the new Alias Name text box
- Type the client's alias
- Press the blue save button in the bottom right

**To update an alias:**

- Select the text box of the alias you wish to update
- Change the text
- Press the blue save button in the bottom right

**To remove an alias:**

- Select the x remove link to the right of the alias you wish to remove
- Press the blue save button in the bottom right

### **The Tags Section**

Tags are a highly visible at-a-glance representation of data that is common across multiple clients and are used in many places. Tags are set up by your administrators and can have a multitude of uses.

**To add a tag to a client:**

- Click inside the tags type-ahead box
- Begin typing the tag name or scroll through the list of tags
- Select the desired tag from the drop-down
- Repeat as needed
- Press the blue save button in the bottom right

**To remove a tag from a client:**

- Click inside the tags type-ahead box
- Use your keyboards arrow keys to position the cursor to the right of the tag you wish to remove
- Press backspace
- Repeat as needed
- Press the blue save button in the bottom right

**Note:** You can also clear all tags from a client by clicking inside the tags type-ahead box and selecting Clear selection

**Note:** All functionality described above can be limited by your administration team. If the described functionality does not appear to be present, contact your administration team to verify you have the proper permissions.

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