Functionalities of Client Profile
Dashboard > Clients > All Clients
You can find all the information related to a client from the client profile. You can access the profile for a client from the ‘All Clients’ section under the ‘Clients’ tab. You can find the following information about a client.
Booking History - You can view all the bookings made by your client from the booking history tab.
Schedules - You can view all the schedules for your client from the schedules tab
Memberships - You can view all the membership bookings made by the customer from the membership tab
Class Packs - You can view all the class pack bookings, find out active class packs and also add/deduct credits from a pack from the class packs tab
Notes - You can view all the notes about a client from the notes tab. You can create a note by clicking on the ‘Add Note’ button in the top right corner.
Dues - You can find the dues that the client has from the dues tab.
Customer Info - You can view all the meta-information about the customer from the customer info tab.
Family - You can add and view the family members of the client from the family tab.
Checkin History - You can view the check-in history of the client from the check-in history tab.
Manage Clients - You can manage the client profile with various options-