Client profiles explained

Client profiles explained

Tap any client in the list to open their profile. The profile is organised into tabs:
  • Upcoming bookings — sessions the client is enrolled in. These can be edited or cancelled individually, or in bulk — for example to change the activity, instructor, location, or duration across multiple sessions at once, or to add another client to a selected set of sessions.
  • Past bookings — a full history of completed sessions.
  • Sales — Class Packs, Memberships and Retail items purchased by the client.
  • Payments — a record of payments made.
  • Progress notes — see below.
The Client information field, preferred activity, and preferred location are also visible and editable from the profile.