Manage client profiles, notes & history
Keep client records current and see their bookings, payments, and memberships at a glance.
- 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, studio emails sent, 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. If the health questionnaire is required, the same profile shows whether the client has completed it, plus any conditions, medications, and emergency contact.
- 4
Edit details or archive
Update contact details when they change, or archive clients who are no longer active to keep your list tidy.
- 5
Reuse recently opened clients
The client search keeps the last six clients you actually opened for this studio and team account. Open one to move it to the top, remove a single entry, or clear the list. Search terms themselves are not stored.