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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.
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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
- Click Clients from the top nav
- Search and click on the client’s name
- You’ll land on their profile page with tabs like:
- Notes
- Files
- Schedule
- Payments
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.
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)
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)
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
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.
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
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 [email protected]
