The Overview page in a client’s profile provides detailed information about the client. Here, you can perform various actions, such as modifying a client's profile details, booking them into services and assets, selling products and services through the store, and sending emails to them, and more.
Note: A guest profile must be activated and converted to a client profile before staff members can manage the client profile. Users with a guest profile also can’t earn rewards points for their purchases and can’t receive any notifications except for the Purchase Receipt notification. For more information, see Guests and Reactivating a client.
Primary actions
Action | Description |
To book a service | Click Book and then select Class, Event, Appointment, Asset, or Gym Visit from the list to book a service for the client. |
To make a purchase | Click Make a Purchase to sell products and services for the client from the store. |
To activate or deactivate a client | Set the Active option to OFF to deactivate the client in your business. To reactivate a client, set the Active option to ON. |
To switch to a staff member’s profile | This option only displays if you’re viewing a staff member’s client profile. Click the Action button |
and Switch to staff profile to view the
Profile sections
Section | Description |
Client Info | View the client’s general profile information, such as their client ID, age, gender, contact information, client type, any linked relationships, vaccination status, and the date the client joined your business. Purchase Options on hold are also displayed.
Click the Action button |
Tasks | View tasks related to the client. You can create and assign a task related to this client to a staff member. You can track the task progress and edit or delete a task if needed. |
Notes | View notes about the client. You can add a note, flag a client, or delete a note from a client’s profile. |
Active Purchase Options | View the client’s three most recently bought Purchase Options. Click View all to view all the client’s owned Purchase Options on the Passes & Memberships page.
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Attendance | View the client’s upcoming and past three visits. Click View all to view the client’s Upcoming Schedule or Attendance History pages. |
Quick Check-In for Today | Check clients in to services scheduled to occur on the current day. For more information, see Checking in with QUICK auto check-in. |
Activity | View a list of activities completed by the client. These activities include service bookings and attendance, payments, purchases, and more. Click View all to view the client’s Activity page. |
Alerts | View alerts about a client, such as outstanding payments, update reminders, and more. |
Forms | View all forms associated with this client. Click Add form to add a form directly to a client’s profile. Click View All to go to the client’s Forms page. |
Client Groups | The client’s assigned client group. You can also add and remove the client from a client group. |
Lifetime Visits | The total number of visits the client has attended. Click on the number shown in the box to view the client’s attendance history. |
Rewards | The number of rewards points the client has earned.
Click the Action button
This card won’t be displayed if your business has disabled the rewards program. |
Relationships | View all family members related to the client, along with information on who handles transactions for each family member. You can click on the name of a family member to view their client profile or click on Add Relationship to add a new family member.
Click the Action button
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Belts | View client’s belt level and the conditions the client must meet to be promoted to the next belt. You can add and remove a belt or promote the client to the next belt level.
This card won’t be displayed if you’ve disabled belts for your business. For more information, see Setting up your available services. |
to edit the client’s details, merge the client’s profile, send or resend the welcome email, and send the password reset email.
for more options:
for more options: