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Clients
Clients
93 articles
Goals
Clients
Manage a client’s ACH account information
Manage a client's credit card information
Change a client’s attendance status
View a client’s Transactions page
View a client’s Purchases page
Manage a client's account balance
Client List
View a client’s attendance history
Client groups
Browse a client’s upcoming schedule
Manage a client’s contact history
Comparing client types and client groups
Export the client list
Reactivate a deactivated client
Convert a guest profile to a client profile
Manually promote a client from a wait list
Locate deactivated clients
Client profile
Disable a client login
Open a client profile
Client profile fields
Modify a client’s profile details
View a client’s activity
Deactivate a client
Deactivate a client’s package
Notes and flags
Manage client notes
Client profile overview page
Add, modify, or remove attachments from a client’s profile
Sign up as a new client
Find unpaid visits in Attendance History
Cancel all upcoming services for a client
How client profiles work with multiple businesses
View a client’s purchase history
Manage a payment plan from a client’s profile
Make a one-time payment to a membership
View a client’s Passes & Memberships page
View or adjust a client’s membership payment schedule
Membership hold rules
Create, modify, or duplicate a membership
Add, modify, or delete a hold on a session pass
Add, modify, or delete a hold on a membership
Mass holds on memberships
Deactivate and reactivate a client's session pass
Cancel a client’s membership
Prorate a client’s membership payment
Change a membership’s billing date
Change the price of an individual client’s membership
Change a membership's start date
View a canceled membership