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Contacts
Managed profiles, Client Profile Pages and Contact Groups allows you to know each client that interacts your business.
Staff
Clients
- How to Communicate with Clients
- Manual Credit Adjustment
- View a Client's Membership Payment History
- Unclaimed Account
- Client Profile Page
- Cancel an Upcoming Scheduled Session as an Admin
- Import Contacts
- Add a Managed Profile
- Edit Membership Expiration Date
- Invite Clients
- Add Document to Client Profile
- Unsigned Membership Agreement Indicator
- No Waiver on File Indicator
- Client Profile QR Code
- Badges and Indicators
- Contact Filters
- Add Account Credit
- Clear Account Credit
- Download Waiver
- Add a Lead
- Add Email to Managed Profile
- Add Additional Email to Account
- Client's Membership Overview
- Email Template: Opt Into Text
- Client Email Status