--- title: How to Navigate and Manage the Client Profile Page description: profile page --- [Skip to content](https://support.hapana.com/kb/article/686#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # How to Navigate and Manage the Client Profile Page ## Overview The **Client Profile** page is your go-to hub for everything related to a member — including their schedule, payment history, notes, and communication preferences. This guide walks you through each tab and tool inside a client file, so you can confidently view, edit, and manage individual accounts. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/0d97ce82d05f4a25a97c638479631339) Or preview it below: --- ## Prerequisites Before you begin: - Make sure the client has been added to your system - You need **staff or admin access** to view and edit client profiles --- ## Step-by-step walkthrough ### Step 1: Access a client profile 1. Click **Clients** from the top nav 2. Search and click on the client’s name 3. You’ll land on their profile page with tabs like: - **Notes** - **Files** - **Schedule** - **Payments** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443518149_01bab0b1_image-20250523143809-172-1.png?width=2048&height=1273&name=1759443518149_01bab0b1_image-20250523143809-172-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443519776_b35c1a64_image-20250523143819-173-1.png?width=2048&height=1273&name=1759443519776_b35c1a64_image-20250523143819-173-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443521588_3f5d7ccf_image-20250523143830-174-1.png?width=2048&height=1273&name=1759443521588_3f5d7ccf_image-20250523143830-174-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443523536_fc46ba5e_image-20250523143847-175-1.png?width=2048&height=1273&name=1759443523536_fc46ba5e_image-20250523143847-175-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443525162_92ed0976_image-20250523143908-176-1.png?width=2048&height=1273&name=1759443525162_92ed0976_image-20250523143908-176-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443526783_14298264_image-20250523143919-177-1.png?width=2048&height=1273&name=1759443526783_14298264_image-20250523143919-177-1.png) --- ### Step 2: Use the quick actions at the top - **Merge Clients** – Combine duplicate records - **Send New Password** – Email a login reset link - **Update Status** – Mark as Active, Alumni, or Removed > Tip: To merge accounts, choose the top account and search for the second. Only use this when you're certain both belong to the same person. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443528335_3f8a7443_image-20250523143950-178-1.png?width=2048&height=1273&name=1759443528335_3f8a7443_image-20250523143950-178-1.png) --- ### Step 3: Add alerts and internal notes - Go to the **Notes** tab - Use **Customer Alert** to flag injuries, lost items, or special instructions - Add **public or private notes** (private ones are hidden from the client) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443530965_91182b81_image-20250523144002-179-1.png?width=2048&height=1273&name=1759443530965_91182b81_image-20250523144002-179-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443532533_8429fa41_image-20250523144015-180-1.png?width=2048&height=1273&name=1759443532533_8429fa41_image-20250523144015-180-1.png) --- ### Step 4: Upload files or send forms - Use the **Files** tab to upload PDFs, waivers, or medical notes - Use the **Forms** tab to send intake forms or documents (if your brand includes this feature) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443534109_45ef8531_image-20250523144032-181-1.png?width=2048&height=1273&name=1759443534109_45ef8531_image-20250523144032-181-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443535665_938fbc14_image-20250523144045-182-1.png?width=2048&height=1273&name=1759443535665_938fbc14_image-20250523144045-182-1.png) --- ### Step 5: Review and edit client info - Under **Client Information**, you’ll see: - Group assignment - Custom properties - Relationships or Booker Buddy connections - Communication opt-in/out status - You can also: - **Delete account** (only if all active memberships/packages are removed) - **View signed policies and agreements** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443537369_39f1b7c7_image-20250523144100-183-1.png?width=2048&height=1273&name=1759443537369_39f1b7c7_image-20250523144100-183-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443538980_6f0696a1_image-20250523144113-184-1.png?width=2048&height=1273&name=1759443538980_6f0696a1_image-20250523144113-184-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443540439_71b64540_image-20250523144123-185-1.png?width=2048&height=1273&name=1759443540439_71b64540_image-20250523144123-185-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443542098_e6948dba_image-20250523144151-186-1.png?width=2048&height=1273&name=1759443542098_e6948dba_image-20250523144151-186-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443543659_ae365eed_image-20250523144203-187-1.png?width=2048&height=1273&name=1759443543659_ae365eed_image-20250523144203-187-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443545247_36c0104c_image-20250523144220-188-1.png?width=2048&height=1273&name=1759443545247_36c0104c_image-20250523144220-188-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443546826_a53ff845_image-20250523144231-189-1.png?width=2048&height=1273&name=1759443546826_a53ff845_image-20250523144231-189-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443548362_1940ea17_image-20250523144246-190-1.png?width=2048&height=1273&name=1759443548362_1940ea17_image-20250523144246-190-1.png) --- ### Step 6: Manage schedule and payments - In **Schedule**, you’ll see: - Booked sessions - Past and canceled sessions - The ability to **add a session** manually - In **Payments**, you’ll find: - Active memberships or packs - Visit logs and usage - Archived packages - Payment logs with filters - Future scheduled payments - Outstanding or pay-as-you-go charges > Tip: Use View/Change Card to update credit card or bank details for billing. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443549895_1b345866_image-20250523144324-191-1.png?width=2048&height=1273&name=1759443549895_1b345866_image-20250523144324-191-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443551439_87da1770_image-20250523144401-192-1.png?width=2048&height=1273&name=1759443551439_87da1770_image-20250523144401-192-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443552955_f78f23fa_image-20250523144434-193-1.png?width=2048&height=1273&name=1759443552955_f78f23fa_image-20250523144434-193-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443554574_133c61ef_image-20250523144447-194-1.png?width=2048&height=1273&name=1759443554574_133c61ef_image-20250523144447-194-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443556114_224c9589_image-20250523144510-195-1.png?width=2048&height=1273&name=1759443556114_224c9589_image-20250523144510-195-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443558025_3b27fe28_image-20250523144530-196-1.png?width=2048&height=1273&name=1759443558025_3b27fe28_image-20250523144530-196-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443559864_1fc71ee3_image-20250523144542-197-1.png?width=2048&height=1273&name=1759443559864_1fc71ee3_image-20250523144542-197-1.png) --- ### Step 7: Jump into related areas - Click the **Membership Icon** to go straight to that client’s membership setup - Use the icons and tools across the top of the page for quick management ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443561489_14e73390_image-20250523144620-198-1.png?width=2048&height=1273&name=1759443561489_14e73390_image-20250523144620-198-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443563061_00106bbd_image-20250523144634-199-1.png?width=2048&height=1273&name=1759443563061_00106bbd_image-20250523144634-199-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443564751_bba353a8_image-20250523144646-200-1.png?width=2048&height=1273&name=1759443564751_bba353a8_image-20250523144646-200-1.png) --- ## Expected outcome You’ll be able to quickly view, update, and manage any client’s full account from a single page — including memberships, notes, alerts, payments, and communication history. --- ## FAQs **Q: Can clients see notes or alerts?** A: Clients cannot see notes marked as private. Alerts are visible only to staff during check-in. **Q: Why can’t I delete a client profile?** A: You must first remove all active packages and memberships before deleting a profile. **Q: Can I resend a form or intake document?** A: Yes — go to the **Forms** tab, click the **+ icon**, and select the form to resend. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana