Manage client profiles, notes & history
Keep client records current and see their bookings, payments, and memberships at a glance.
3 min read
- 1
Open a client
Select a client from the Clients page to open their profile.
- 2
Review their history
See booking history, payment history, attendance, and any active memberships, block cards, or credits for your studio.
- 3
Add notes and labels
Record notes and apply labels or segments (e.g. Premium, Prospect, Corporate) to organise and filter your client base.
- 4
Edit details or archive
Update contact details when they change, or archive clients who are no longer active to keep your list tidy.