Client Account Management

Managing Client accounts in fitDEGREE is an essential daily task. This guide walks through the Client Profile, what each section includes, and how to use it effectively for your business.

What is a Client?

A Client is anyone who has interacted with your business — whether by purchasing goods or services, registering for a Class, or simply being added to your system from the fitDEGREE App. Keeping Client profiles accurate makes day-to-day operations smoother.

How to locate a Client Profile

From check-in

1. Click the Live Schedule icon on your Dashboard.

2. Select the Class associated with the Client you want to find.

3. Click View Details to open the Class roster.

4. Click on the Client's name to enter their profile.

From the Dashboard

1. Click the menu icon in the top left corner.

2. Select Clients to open the Clients window.

3. Scroll through the list or use the search bar at the top to find the Client.

You can search by first name, last name, full name, email, or phone number.

What's in a Client Profile

Profile Overview

The Client's name and profile image appear at the top. If they use a different name on their fitDEGREE App account, a phone icon shows their app name. You'll also see:

• A cart icon to make a purchase on the Client's behalf.

• A calendar icon to register them for a Class or schedule a One-on-One.

• A phone icon to reset their password — or a welcome-email icon if they've never logged in.

Details

Email, phone number, Account Balance, and saved payment methods. The See About Me link opens:

• Basic information: first name, last name, username, birthday, last login date.

• Contact information: email, phone, address.

• Exempt from Verified Phone Number Requirement: option to exempt this Client from needing a verified phone number.

• Integration Sync Options: toggle data syncing with connected integrations.

• Relationships & Merging Accounts: add family Relationships (used to share Perks between Clients) or merge duplicate accounts.

Active Items

Shows everything the Client can currently use — Memberships, Class Packs, One-on-One Packs, Intro Offers, and Guest Passes — under one unified header. Click any item to open the detail modal, where you can view and edit the underlying Perks (remaining uses, start date, expiration).

Two additional sections appear below Active Items only when relevant:

• Future Active Items — items the Client has purchased that haven't started yet.

• Shared with Me — Perks shared with this Client through a Relationship with another Client.

Financial & Billing Details

The Details section shows the Client's Account Balance and saved payment methods. A Manage Account Balance link lets you adjust the balance. Active Bills lists categorized paid and unpaid bills. Click See All Bills to expand the view.

Internal Memos & Health Considerations

Staff can add private notes for internal use. Starred memos appear on Class rosters, alerting instructors to important Client details (such as injuries or allergies).

Upcoming Registrations & Recent Sales

Shows upcoming Class, Event, or Series registrations. Click See all Registrations for full history. Recurring registrations are listed separately. Recent sales history shows transaction details with an expandable view.

Signed Waivers

Shows every waiver the Client has signed, with title and date. Click Request a Signature to send a waiver — future reservations are blocked until it's signed.

Additional notes

• Referral tracking is not part of Client profiles. Studios can track referrals using the Referral Conversion Tracking Report in the Admin Website.

• Profile requirements (mandatory fields) are customizable in Company settings. If you don't have access, email support@fitdegree.com.

• The OnTheGo App offers a simplified Client Profile view that includes Active Items, Future Active Items, and Shared with Me. Perk edits are not available on OnTheGo — those must be made on the Admin Website.