Client profile Overview page

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.

Note A guest profile must be activated and converted to a client profile before staff members can manage the client profile. Users with a guest profile also can’t earn rewards points for their purchases and can’t receive any notifications except for the Purchase Receipt notification. For more information, see Guests and Reactivating a client.

SettingDescription
AGEThe 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.
RelationshipsAny relationships the client has will be listed here. You can click the name of the related client to open their client profile.
Client typeThe client’s assigned client type. You can also modify the client’s client type from this field.
Vaccination statusThe 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 emailClick the Send email button to send the client an email notification. For more information, see Contacting an individual client.
CLIENT SINCEThe 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 SMSClick the Send SMS button to send the client an SMS notification. For more information, see Contacting an individual client.
Client IDThe 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 ClassClick this button to book a class for the client. For more information, see Booking a class
Book an AppointmentClick this button to book an appointment for the client. For more information, see Booking an appointment.
Book an AssetClick this button to book an asset for the client. For more information, see Booking a Book-a-Spot asset.
Book an EventClick this button to book an event for the client. For more information, see Booking an event.
Add a Gym VisitClick 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 PurchasePurchase 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 CLIENTSet this option to OFF to deactivate the client in your business.

For more information, see Deactivating a client.

REWARDS PROGRAMThe number of rewards points the client has earned.

Click the Action button for more options:

  • Enable rewards program – Set this option to ON and click CHANGE STATUS in the popup window to allow the client to earn rewards points.
  • Go to Earn Points tab – Open the Earn Points page in the client’s profile.
  • Go to Prizes tab – Open the Prizes page in the client’s profile.
  • Reset points – Reset the client’s rewards points.

This field won’t be displayed if your business has disabled the rewards program.

BeltsThe 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 AlertsAdd, remove, or edit a client alert from the client profile.
TasksCreate and assign a task related to this client to a staff member. For more information, see Task manager.
AttendanceView a list of the client’s upcoming and previously booked services.

Click VIEW ALL to view the client’s attendance history.

Purchase OptionsA 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 TodayCheck clients into services scheduled to occur on the current date. For more information, see Checking in with QUICK auto check-in.
User ActivityA list of all the activities completed by the client. These activities include booking services, attending services, completing payments, making purchases and more.
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