The Overview page within a client’s profile allows you to view basic client information and perform actions like booking a service or sending an email to the client.
| Setting | Description |
| AGE | The client’s age in years and months. The client’s age is based on the entry under DATE OF BIRTH on the client’s Profile Details page. |
| Relationships | Any relationships the client has will be listed here. You can click the name of the related client to open their client profile. |
| Client type | The client’s assigned client type. You can also modify the client’s client type from this field. |
| Vaccination status | The client’s vaccination status indicating whether they’re fully vaccinated, partially vaccinated, or not vaccinated against COVID-19. You can also modify the client’s vaccination status from this field. This field will only be displayed if your business has enabled vaccination statuses for your clients. |
| Send email | Click the Send email button  to send the client an email notification. For more information, see Contacting an individual client. |
| CLIENT SINCE | The date the client joined your business. You can modify this date by clicking the Set Client Since Date button  , selecting a date, and then clicking the OK button  . |
| Send SMS | Click the Send SMS button  to send the client an SMS notification. For more information, see Contacting an individual client. |
| Client ID | The unique identification number assigned to a client. You can also generate a new client ID, modify a client’s existing client ID, or link their client ID to a barcode tag or key card. For more information, see Assigning a client ID. |
| Book a Class | Click this button to book a class for the client. For more information, see Booking a class |
| Book an Appointment | Click this button to book an appointment for the client. For more information, see Booking an appointment. |
| Book an Asset | Click this button to book an asset for the client. For more information, see Booking a Book-a-Spot asset. |
| Book an Event | Click this button to book an event for the client. For more information, see Booking an event. |
| Add a Gym Visit | Click this button to check a client into a gym visit. For more information, see Adding a gym visit to a client’s attendance history. |
| Make a Purchase | Purchase an item or items for this client from the online store. After you click Make a Purchase, follow steps 3-12 in Making a sale. |
| ACTIVATE CLIENT | Set this option to OFF to deactivate the client in your business. For more information, see Deactivating a client. |
| REWARDS PROGRAM | The number of rewards points the client has earned. Click the Action button
This field won’t be displayed if your business has disabled the rewards program. |
| Belts | The client’s belt level, and the conditions the client must meet to be promoted to the next belt. From this field you can add, remove, or promote the client’s belt, or edit the character and skill attribute for their belt. For more information, see Adding, promoting and removing a belt from a client’s profile. This field won’t be displayed if you have disabled belts for your business. For more information, see Setting up your available services. |
| Client Alerts | Add, remove, or edit a client alert from the client profile. |
| Tasks | Create and assign a task related to this client to a staff member. For more information, see Task manager. |
| Attendance | View a list of the client’s upcoming and previously booked services. Click VIEW ALL to view the client’s attendance history. |
| Purchase Options | A list of the client’s Purchase Options. Click Active Passes to view the client’s active Purchase Options, or click Pass History to view the client’s expired or canceled Purchase Options. Clicking the number under the Used or Past Visits columns next to a Purchase Option will open the attendance history of the client and display the sessions that were attended using the Purchase Option. |
| QUICK Check-in for Today | Check clients into services scheduled to occur on the current date. For more information, see Checking in with QUICK auto check-in. |
| User Activity | A list of all the activities completed by the client. These activities include booking services, attending services, completing payments, making purchases and more. |
for more options: