Update the personal details of one of the owners.
Body
-
Title
-
First name
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Middle name.
-
Last name
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Maiden name.
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Email address
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Date of birth
-
Gender
-
National Insurance Number
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Target retirement age.
-
Pronouns
-
Smoker status. Possible values are: "smoker", "non-smoker", "vaper", "ex-smoker"
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Residential status
-
Country of residence
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Marital status
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whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"
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Whether the client is a uk resident or not.
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Whether the client is a uk domicile or not.
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The expected retirement age.
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The state retirement age.
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Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.
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Any details regarding the client's vulnerabilities.
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Whether the client has been offered any third party.
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Whether any procedures need to be adapted to the client.
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Any client preferences.
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The client's current state of health.
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The state retirement age.
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The amount of cigarettes the client smokes a day.
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The date of when the client started smoking.
-
The date of the last time the client used nicotine products.
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Whether the client required long term care.
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Any notes on the client's long term care.
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Whether the client has a will or not.
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Any notes on the client's will.
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The date of the last time the will's been reviewed.
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Whether the client has power of attorney.
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Any notes on the client's power of attorney.
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The date of the first contact.
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Next scheduled review date.
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The units of alcohol digested weekly.
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The height of the client in centimeters.
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The weight of the client in pounds.
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Any notes on the client's health
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Whether the client has iht planning or not.
-
Any notes on the client's iht planning.
-
Whether the client has gifted the family.
-
Any notes on the gifts.
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Whether the client is anticipating/ expecting any inheritance.
-
Any notes on the client's inheritance anticipation/ expectations.
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/owners/personal-details/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","date_of_birth":"1975-09-30","gender":"Male","ni_number":"AB 12 34 56 C","target_retirement_age":"60","pronouns":"he/him","smoker_status":"non-smoker","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"string","third_party_offered":true,"procedure_adaptation":false,"client_preferences":"string","current_state_of_health":"string","state_of_health_explanation":"string","cigarettes_daily":6,"smoker_since":"2025-09-30T00:00:00+01:00","last_used_nicotine_products_date":"2022-10-01","long_term_care_needed":false,"long_term_care_notes":"string","has_will":true,"will_notes":60,"will_last_reviewed":"2025-09-30T00:00:00+01:00","has_power_of_attorney":true,"power_of_attorney_notes":"string","first_contact_date":"string","next_review_date":"string","units_of_alcohol_weekly":42,"height":42,"weight":42,"health_notes":"string","has_iht_planning":true,"iht_planning_notes":"string","has_gifted_family":true,"gift_notes":"string","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"string"}'
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"title": "Mr",
"first_name": "Gareth",
"middle_name": "Alex",
"last_name": "Thompson",
"maiden_name": "Thompson",
"email": "gareth@codepotato.co.uk",
"date_of_birth": "1975-09-30",
"gender": "Male",
"ni_number": "AB 12 34 56 C",
"target_retirement_age": "60",
"pronouns": "he/him",
"smoker_status": "non-smoker",
"residential_status": "settled",
"country_of_residence": "United Kingdom",
"marital_status": "married",
"is_vulnerable": "possibly",
"is_uk_resident": true,
"is_uk_domicile": true,
"expected_retirement_age": 60,
"state_retirement_age": 60,
"nationalities": [
"British",
"Romanian"
],
"vulnerability_details": "string",
"third_party_offered": true,
"procedure_adaptation": false,
"client_preferences": "string",
"current_state_of_health": "string",
"state_of_health_explanation": "string",
"cigarettes_daily": 6,
"smoker_since": "2025-09-30T00:00:00+01:00",
"last_used_nicotine_products_date": "2022-10-01",
"long_term_care_needed": false,
"long_term_care_notes": "string",
"has_will": true,
"will_notes": 60,
"will_last_reviewed": "2025-09-30T00:00:00+01:00",
"has_power_of_attorney": true,
"power_of_attorney_notes": "string",
"first_contact_date": "string",
"next_review_date": "string",
"units_of_alcohol_weekly": 42,
"height": 42,
"weight": 42,
"health_notes": "string",
"has_iht_planning": true,
"iht_planning_notes": "string",
"has_gifted_family": true,
"gift_notes": "string",
"is_anticipating_inheritance": true,
"anticipating_inheritance_notes": "string"
}
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "f7837d9e-9361-44ae-9797-e40bc3be142d",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"portal_background": "#f6f6f6",
"portal_brand_title": "#323b4b",
"sidebar_background": "#0E0E56",
"portal_sidebar_icon": "#828994",
"portal_sidebar_text": "#323b4b",
"portal_sidebar_title": "#11151d",
"sidebar_title_primary": "#FFC634",
"portal_brand_sub_title": "#828994",
"portal_sidebar_divider": "#e3e5e9",
"email_button_background": "#36367E",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_text_hover": "#323b4b",
"portal_sidebar_icon_active": "#828994",
"portal_sidebar_text_active": "#323b4b",
"email_logo_background_panel": "#36367E",
"portal_sidebar_button_hover": "#ffffff",
"portal_sidebar_account_email": "#828994",
"portal_sidebar_account_title": "#11151d",
"portal_sidebar_button_active": "#ffffff",
"sidebar_title_secondary_hover": "#ffffff",
"portal_sidebar_collapse_button": "#828994",
"portal_sidebar_user_select_text": "#323B4B",
"portal_sidebar_button_background": "#f6f6f6",
"portal_sidebar_user_select_hover": "transparent",
"portal_sidebar_user_select_border": "#EEEEEE",
"portal_sidebar_collapse_button_hover": "#B3B9C4",
"portal_sidebar_user_select_background": "transparent",
"portal_sidebar_user_select_text_hover": "#323B4B",
"portal_sidebar_user_select_border_hover": "#828994"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "0274531a-6d0f-4f1b-a8f4-81845c5a9da3",
"colour": "#ef4582",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00"
}
],
"type": "client",
"uuid": "d812c0ea-8e61-4370-819c-a3edc10cf2a1",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "30657427-7b59-4e79-9a03-9670577d0351",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "ca646de0-4369-45e1-9c6c-7af654a2a4fe",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "1126a492-a4dd-4a6b-af89-815ab9927ce9",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
}
],
"circles": [
{
"name": "Jones Family",
"uuid": "eabe1ce8-8ac1-4106-a0b2-437c13a6d459",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"joint_account_uuid": "0518f623-6007-4f02-9224-c0d747542c29",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "3a290dfe-e223-4d38-aaa1-02f9d41b7d21",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "9c1cc500-3a1b-4e7a-8634-4552c09ee058",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "6eebbb6a-889d-4d42-a5e4-ad9f7d8a194c",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "4614353a-7361-4390-8899-932748bf3a1f",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
},
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "d4823c3e-f92a-4ee1-9aee-aa45c8582e9a",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-09-30T14:52:15+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-09-30T15:14:15+01:00",
"start_date": "2025-09-30T14:24:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": [
{
"uuid": "3c4437a5-d88b-493d-a5b3-9177534ac538",
"reference": "AB123456",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "d33fe38f-7f32-460b-a1a9-9f8c0b480903",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
},
"joint_account_circle": {
"name": "Jones Family",
"uuid": "75fa22b5-43a2-448c-b13c-dfec54bb9e12",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"joint_account_uuid": "a6ba5abe-d50a-47f8-b539-2415002a206e",
"login_access_level": "write",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "b1e58484-dd67-4f69-861f-37ffb190ef85",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-09-30T15:14:15+01:00",
"updated_at": "2025-09-30T15:14:15+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "585306f5-f2a6-4072-bd5a-b039cd74a0d2",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-30T15:14:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-30T15:14:15+01:00",
"with_login": true,
"inactive_at": "2025-09-30",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-30T15:14:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-30T15:14:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-30T15:14:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
},
"anniversary_review_date": "2025-09-30T15:14:15+01:00"
}