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Community Forum
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Manage Clients
Manage Clients
44 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
Pay off or adjust a client’s account balance
Client List
View a client’s attendance history
Client groups
Client Settings
Manage and customize client profile fields
Client Types
Client types
Prospective clients
Guests
Add, modify, or delete a custom client type
Client type settings
Creating and Managing Clients
Merging client profiles
Add a new client
Client relationships
1 article
Transformation log
Transformation Log
Manage a client’s transformation log
Client Groups
Contacting a group of clients
Add, edit, and remove clients from a group
Client Profile
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
Belts
Belts
Manage belts from a client’s profile
Forms
Manage a client’s forms
Create, modify, or delete a form template
Viewing and managing form responses
Capturing form responses
Forms
Passes & Memberships
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