View and manage general information about the client.

Book the client into services.

Sell products and services to the client through the store.

Switch to the client’s staff profile.

Sign in as the client.

For more information, see Client profile Overview page.

View profile information about the client, such as their name, email address, physical address, phone number, and more.

For more information, see Modifying a client’s profile details and Changing a client’s notification settings.

The client’s communications settings for your business’s automated notifications and marketing campaigns.

From here, you can opt clients in or out of receiving email or SMS notifications that communicate their upcoming schedule and services, account management activities, and your business’s news and updates.

Clients who have opted out of all notifications will receive an Opted out badge next to Notifications in their client profile.

For more information, see Changing a client’s notification settings.

Lists all the client’s relationships.

Add new relationships as required.

Provides information about activities the client has performed, such as making a purchase, booking an appointment, or canceling an appointment.

For more information, see Viewing a client’s activity.

View the services the client currently has booked.

View the history of services the client has attended.

Remove visits from the client’s attendance history.

For more information, see Viewing a client’s upcoming schedule and Viewing a client’s attendance history.

Provides access to the client’s list of passes and memberships, billing and account information, purchases made, and list of transactions.

For more information, see Viewing a client’s Passes & Memberships page, Viewing a client’s Billing & Account Balance page, Viewing a client’s Purchases page, and Viewing a client’s Transactions page.

Allows you to access the client’s Earn Points and Prizes pages.

For more information, see Rewards program.

Sort and view all the interactions the client has had with your business.

Log offline interactions.

For more information, see Viewing a client’s contact history.

View the client’s signed waivers, contracts, and form responses.

Add and complete a form for the client.

Upload files as attachments.

For more information, see Contracts, Viewing, adding, and completing a client’s forms, Setting up your online waiver, and Adding, modifying, or removing attachments from a client’s profile.

View and update the client’s transformation log.

Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s transformation log.

View and update the client’s goals.

Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s goals.