Client profile

This article provides an introduction to the information available when you select to view a client’s profile.

  • Overview – Allows you to view basic information about the client and book the client into Classes, Appointments, Events, etc. For details, see Client profile Overview page.
  • Profile Details – Shows all the information about the client, such as their name, email address, physical address, phone number, and more. For details, see Modifying a client’s profile details.
  • Relationships – Lists all the client’s relationships. You can add new relationships, as required.
  • Activity – Provides information about activities the client has performed, such as making a purchase, booking an appointment, or canceling an appointment. For details, see Viewing a client’s activity.
  • Attendance – Allows you to view the services the client currently has booked and the history of services the client has attended. Additionally, you can remove visits from the client’s attendance history. For details, see Viewing a client’s upcoming schedule and Viewing a client’s attendance history.
  • Account – Provides access to the client’s list of passes and memberships, billing and account information, purchases made, and list of transactions. For details, see Viewing a client’s account information.
  • Rewards – Allows you to access the client’s Earn Points and Prizes pages, both of which are related to your rewards program.
  • Contact History – Allows you to sort and view all the interactions the client has had with your business. Additionally, you can log offline interactions. For more information, see Viewing a client’s contact history.
  • Documents – Allows you to view the signed waivers and contracts stored for the client, and also upload attachments. For details, see Viewing a client’s documents.
  • Transformation Log – Allows you to view and update the client’s transformation log. Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s transformation log. 
  • Goals – Allows you to view and update the client’s goals. Only staff members with the Edit client transformation log staff role permission can view, create, or update a client’s goals.
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