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-
You can Disable/Enable the client if you don’t want them to make any bookings for some time
You can delete the profile of the client from the system
You can reset the password for your clients as an admin