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Overview
Wondering what all those little icons mean in your classes, client list, or profiles? These icons give you quick insights — like milestones, alerts, or payment issues — to help you take action fast and personalize your client experience.
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Prerequisites
Before you begin:
- Make sure client sign-up fields and custom properties are configured
- Ensure your team has access to Clients, Schedule, and Client Profiles in Core
Step-by-step instructions
Where to find icons in Core
1. In a class roster
- Go to the Schedule
- Click on a class to view the list of attendees
- Under each client’s name, you’ll see icons like:
- Number of classes taken
- Custom property alerts (e.g., injuries or preferences)
- Milestones like a birthday or weekly streak
- Home location if it’s different than the class location
Tip: Instructors can use this info to shout out milestones and build rapport before class starts.
2. In the client list
- Click Clients in the top nav
- Next to each client, look for:
- Red dollar sign if there’s a failed or missing payment method
- Custom property alerts for things like shoe size or preferences
Hover over any icon to see a short label explaining what it means.
3. In the client profile
- Click on any client’s name
- At the top, you’ll see:
- Icons for custom alerts, milestones, and payment
- The View/Change Card icon to update payment info
These icons help your front desk or coaching team make fast, informed decisions during check-in or follow-up.
Expected outcome
You’ll be able to quickly interpret what each icon means and take the right action — whether that’s calling out a 3-week streak or chasing up a failed payment.
FAQs
Q: What if I don’t see any icons?
A: Icons only appear when relevant data is collected. Check your Client Sign-Up Fields and Custom Properties under Configurations.
Q: Can I customize which icons appear?
A: Yes — use Custom Properties and Client Milestones to control what gets shown.
Q: What does the red dollar sign mean?
A: It means the client has a failed or missing payment method on file.
Still need help?
Reach out to our support team via [email protected]
