Elevate Staff App: Managing client profiles

Using the Elevate Staff App, your staff members can manage client profiles. For instance, they can modify the user’s name, address, account activity, schedule, family relationships, attendance, and billing information.

In this article

• Adding a client
• Modifying personal and contact information
• Managing family relations
• Viewing user activity
• Making a payment to a client’s account
• Managing a client’s upcoming schedule and attendance history
• Managing a client’s payment information

Adding a client

The Elevate Staff App lets you quickly and easily add new clients.

Note: Make sure the client you are trying to add does not already exist in the database by searching their name.

To add a new client:

1. Tap the Clients tab.
2. At the bottom of the page, tap Add New Client.
3. Enter the the client’s required information (see Modifiable client profile details).
4. Enter optional information in the corresponding fields.
5. Tap Create account.

Modifying personal and contact information

You can use the Elevate Staff App to modify a client’s profile information.

To modify personal and contact information:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap any field you want to change and then enter the new information.

Managing family relations

You can use the Elevate Staff App to add new or existing clients as family relations to a client’s profile. After you add a family member, you can set up the client profile to pay for products, gift cards, or services booked by that member. For example, you can set a parent’s account to pay for their children’s services. Additionally, profile information is visible between accounts that are linked by family relations.

To add a family relation:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Under Family Relations, tap Add Family Relation.
4. Select the family relation to add in one of the following ways:
   • Tap Search for a Client, type the relation’s name in the search bar, and then tap their profile when it appears.
   • Tap Add a New Client, enter the relation’s personal and contact information, and then tap Save.
5. Under Family Relations, tap the arrow beside This client is a and select the type of relation you want to add.
6. Under Family Relations, tap the arrow beside All transactions for this account paid by and select the client who will pay for this family member’s transactions.
7. Tap Save.

To assign payment between family relations:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Under Family Relations, tap the relation that you want to modify.
4. Tap the Options  button and tap Relationships.
5. Tap All transactions for this account paid by and select the client who will pay for this family member’s transactions.

To remove a family relation:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Relationships.
4. Swipe left on an existing relationship and tap Remove.
5. Tap OK to confirm.

Viewing user activity

You can use the Elevate Staff App to view a complete history of the actions that a client has made on their account. This includes all bookings, attendance, rewards points, purchased products, passes, and memberships.

To view a client’s activity:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Activity.

To view purchased passes, memberships, and products:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results,tap the client’s profile.
3. Tap the Options  button and tap Account.
4. Tap Passes & Memberships or Purchases to select what you want to view.

Making a payment to a client’s account

The Elevate Staff App allows you to check a client’s current account balance. While viewing an account balance, you can choose to add funds to the account using one or more payment methods, including cash, check, gift card, bank transfer, ACH account, card swiper, and virtual terminal.

To make a payment to a client’s account:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options   button and tap Account.
4. Under Balance, under the desired account. tap Make a Payment.
5. Select the payment method, enter the required information, and then tap Complete.
6. If you want to split payments between multiple methods, tap Split Payment, and then select an additional payment method.

Managing a client’s upcoming schedule and attendance history

The Elevate Staff App allows you to check and manage a client’s upcoming schedule and attendance history. The upcoming schedule shows booked appointments and BOOK-A-SPOT assets, while the attendance history shows past appointments and assets. You can cancel any upcoming appointments or assets, and you can add a note to upcoming or past appointments.

To cancel an upcoming appointment or asset:

1. Tap the Clients tab.
2. SeaIn the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results,rch for a client and then tap the client’s profile.
3. Tap the Options  button and tap Attendance.
4. Under Upcoming Schedule, swipe left on an upcoming appointment or asset, and tap Cancel.
5. Tap Yes to confirm.

To add a note to an appointment:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Attendance.
4. Under Upcoming Schedule or Attendance History, swipe left on an upcoming appointment and tap Add Note.
5. Enter the note.
6. Tap Save.

Managing a client’s payment information

You can add credit card or ACH account information to a client’s profile, making purchases on the app quicker and easier.

To add a credit card to a client’s account:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Billing Information.
4. Tap Add New Credit Card.
5. Enter the required information.
6. Tap Save.

To add an ACH account to your account:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Billing Information.
4. Tap Add New ACH Account.
5. Enter the required information.
6. Tap Save.

To remove a payment method:

1. Tap the Clients tab.
2. In the Search box, type the client’s information. You can type the client’s name, phone number, email address, or client ID. From the search results, tap the client’s profile.
3. Tap the Options  button and tap Billing Information.
4. Swipe left on a registered payment method and tap Remove.