Client Profile Page

Take action on all things related to a client’s account right from their profile.

Last updated: July 18, 2023

With the Client Profile Page, you’ll not only save time on simple tasks but improve staff efficiency and empower clients with greater visibility into their account.

Overview

The Client Profile Page provides customers and clients with a clear understanding of all details around a client’s account including schedule, sessions remaining, orders, payment history, membership history, etc. It will show them information regarding outstanding balances (you can pay down the balance right from the client profile), their membership details including when their next payment is due, etc.

Client Profile Page

• To access a Client's Profile Page, log in to your account and hover over the navigation bar on the left, click Contacts.
• Search for the client's name and click on their name to navigate to the their Client Profile Page.
• Under the client's name will be the below indicators 
  • Check Email Status
    • By selecting this a modal will populate and show you which, if any, emails the client has unsubscribed from 
  • Waiver on file 
    • If they have signed the waiver you will be able to select View Waiver
    • If they do not have a signed waiver you will see a No Waiver on File indicator
  • Membership Agreement
    • If the client is in a membership and you have an agreement implemented in the business settings (read more here)
      • If they have a signed agreement you will be able to select View Membership Agreement
      • If the agreement is unsigned you will see No Membership Agreement on File
• Pay Later Disabled
  • If you have opted to disable pay later for a client, this indicator will be listed here for your quick access (see below in Payments tab for more info)
• The Schedule tab
  • This will show Past and Upcoming sessions
• The Orders tab
  • Will give you the historical list of orders the profile has placed.

• The Payments tab
  • Will show you any credit cards they have saved on file
  • Allow you/the client to enable account credit for recurring payments 
  • Allow you to disable pay later for this specific client 
    • Note: if disable this client will be required to pay via card/ACH (if applicable) for all registrations
    • Note: if disabled a red indicator will appear on the client's profile 

• If they are enrolled in a membership, you will see the associated membership card underneath their name.
• If they are enrolled in a team you will see the associated team card under their name
• Account Information
  • This is listed underneath the membership card (if applicable). You can make changes to this information by clicking the pencil icon.

• Notes
  • These notes are internal only and will be visible via the calendar card 
  • You also have a place to add a pdf document to a client profile pageThe Outstanding Balance box will show any active outstanding balances for that client.

• Outstanding Balance 
  • This will show any active outstanding balances for that client.

• Credits
  • This will show you current remaining credits the client has available to schedule
    • Note: If you need to manually adjust the credit number, click View All inside the box and Edit inside the credit grant box associated with the credits. Clients will not be notified of the credit adjustment.

• Account Credit
  • View/edit/add account credit to your client's account for them to use at checkout