Elevate Staff App: Viewing a client’s activity

You can view a complete history of the actions that a client has taken on their client profile in the Elevate Staff App. This includes all bookings, attendance, rewards points, purchased products, session passes, and memberships. In addition, you can choose whether you want to view specific items, such as a client’s active and inactive Purchase Options, purchase history, and account balance.

In this article:

To view a client’s activity:

1. Tap the Clients
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 , then tap Activity.

To view a client’s Purchase Options, purchase history, and account balance:

1. Tap the Clients
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 , then tap Account.
4. Select what you want to view:
   • To view a client’s active and inactive Purchase Options, tap Passes & Memberships.
   • To view a client’s purchase history, tap Purchases.
   • To view a client’s account balance, tap Account. To learn how to make a payment to a client’s account, see Elevate Staff App: Managing a client’s payment information.