Client Web App: My profile

From the Client View, the client profile will show all the client’s individual information under the headings Overview, Activity, Profile Details, Purchases, Billing, Waiver, Contracts, and Rewards. For information about the client profile as seen in staff view, see Client profile.

 

In this article:

    Overview tab

    The Overview tab displays the client’s basic information, including overviews of contact details, family members, social media connections, Google Calendar sync, active purchase options, and account history.

    Overview
    Overview

    Activity tab

    The Activity tab displays all of the client’s recent actions and transactions. All of this information can be filtered by date and/or behavior, so that your clients can view whatever personal history they require.

    Activity
    Activity

    Profile Details tab

    The Profile Details tabs gives access to all of the client’s profile settings. Here, the client can view or change their details and notification settings.

    Profile Details
    Profile Details

    Attendance tab

    All of the client’s booked classes can be found through the Attendance tab. Clients may make adjustments to their bookings directly from this page. Current classes can be found in Upcoming, while past classes can be found in Past Schedule.

    Attendance
    Attendance

    Purchases tab

    All of this client’s store purchases, such as Memberships, Passes, Services, and Assets, can be managed and viewed from the Purchases tab. Clients may email or print receipts for these transactions and filter the list by status and type to view whichever purchases they desire.

    Purchases
    Purchases

    Transactions tab

    The Transaction tab displays all of the client’s individual transactions with the business, including failed transactions and payments. This report can be filtered by date and exported or printed for customer records.

    Transactions
    Transactions

    Billing tab

    The Billing tab displays all of the client’s individual billing information including account balance, account history, saved credit cards, and saved ACH accounts. From here, clients can also redeem any Daily Deal Redemption Codes by simply entering the code in the labelled box.

    Billing
    Billing

    Waiver tab

    The Waiver tab displays any waivers relevant to the client. Waivers that have not been signed can be agreed to from here. Waivers that have been signed will display the date the waiver was signed and an image of the signature. Waivers can be emailed or printed from this page for your client’s records.

    Waiver
    Waiver

    Contracts tab

    The Contracts tab will display contracts associated with the client’s relevant packages or memberships. Contracts that have not been signed can be agreed to from here. Contracts that have been signed will display the date and an image of the signature. Contracts can be printed or exported from this page for your client’s records.

    Contracts
    Contracts

    Rewards tab

    The Rewards tab displays the client’s current reward points and their place on the leaderboard. From here, the client can earn and redeem points and view past prizes that they have received.

    Rewards
    Rewards
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