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.
|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 for more options:
This field won’t be displayed if your business has disabled the rewards program.
|Belts||The client’s belt level. 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.
|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.|