All Collections
Manage Clients
69 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
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
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