Clients
110 articles
- Create, modify or remove a postcard template
- Client Icons
- Assign a client ID
- Use Quick Groups to filter clients across reports
Client Settings
Client Types
Creating and Managing Clients
- Merge client profiles
- Add a new client
- Manually promote a client from a wait list
- Export the client list
- Manage a client’s contact history
- Browse a client’s upcoming schedule
- View a client’s attendance history
- Client List
- Change a client’s attendance status
- Manage a client's credit card information
- Manage a client’s ACH account information
Client relationships
- Relationships
- Transfer an event session to a family member
- Relationship booking rules
- Book a service for a client’s relationship
- Share a Purchase Option between relationship profiles
- Add, modify, or delete a relationship from a client’s profile
- Assign payment to a relationship client
- Share a cell phone number between relationship accounts
- Share an email address between relationship accounts
Transformation log
Client Groups
Client Profile
- Client profile
- Open a client profile
- Client profile fields
- Modify a client’s profile details
- View a client’s activity
- Deactivate a client’s package
- Notes and flags
- Manage client notes
- Client profile overview page
- Add, modify, or remove attachments from a client’s profile
- Sign up as a new client
- Find unpaid visits in Attendance History
- Cancel all upcoming services for a client
- How client profiles work with multiple businesses
- Manage a payment plan or tuition plan from a client's profile
- Modify a client’s vaccination status
- Manage a client's account balance
- View a client’s Purchases page
- View a client’s Transactions page
- Change a client’s email address
- Change a client's notification settings
- Add or change a client’s profile image
- Pay using a post-dated check
- Complete guide to disabling, deactivating, and deleting client profiles
- Generate an account statement
Belts
Forms
- Manage a client’s forms
- Create, modify, or delete a form template
- Viewing and managing form responses
- Capturing form responses
- Forms
- Forms settings
- Forms elements
- Side-by-side images
- View and complete your forms as a client
- Create a client survey using Forms
- Remind a client to complete a form
- Mark up images on forms
Leads
Passes & Memberships
- Make a one-time payment to a membership
- View a client’s Passes & Memberships page
- View or adjust a client’s membership payment schedule
- Membership hold rules
- Manage a membership
- Add, modify, or delete a hold on a Purchase Option
- Deactivate and reactivate a client's session pass
- Cancel a client’s membership
- Prorate a client’s membership payment
- Change a membership’s billing date
- Change the price of an individual client’s membership
- Change a membership’s details from the store
- View a canceled membership
- View all clients with memberships on hold
- Membership discounts
- Modify a membership’s auto-payment dates
- Add a rate of commission to a membership
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