What can I find in a Client Profile?

A Client Profile in the Admin Website is the central place to manage everything about one Client — their items, bills, registrations, sales history, memos, waivers, and more. This article walks through each section of the profile so you can find what you need quickly.

Profile Details (left side, fixed)

The left side of the profile shows the Client's basic information and stays visible as you scroll through the rest of the profile.

• Name and profile image.

• Create a Cart button — opens the store with the Client pre-selected, so you can sell them any goods or services.

• Register / Schedule button — opens the Live Schedule for Class registration or scheduling a One-on-One Appointment.

• Chat icon — send the Client a chat message through the app.

• Phone icon — send a forgot-password email or resend the welcome email if the Client has not made an app account yet.

• Account Balance — current balance with the option to add or subtract.

• Saved payment methods — last four digits and expiration date of cards on file, with options to add or remove.

• About Me button — opens basic information (name, username, birthday, login, contact information), Relationships, and the option to merge Client accounts.

• Add a tag — apply Client tags for categorization, targeted discounts, and promotional codes.

Right-side sections (scrollable)

Active Items

Active Items shows everything the Client can currently use, including:

• Memberships

• Class Packs

• One-on-One Packs

• Intro Offers

• Guest Passes

Click any item to open its detail modal. The modal includes the item's Perks and lets you edit remaining uses, start dates, and expiration on the underlying Perks without leaving the page you're on.

Future Active Items

This section appears only when the Client has items that haven't started yet — for example, a Continual Membership with a future start date, or a Class Pack purchased ahead of an active date. The section is hidden when empty.

Shared with Me

If the Client has a Relationship with another Client who holds a pack, Intro Offer, or Membership with shareable Perks, those shared Perks appear here. The section is hidden when empty.

Bills

Lists every unpaid and paid bill on the Client's account.

Memos

Internal notes that any Admin can post to the Client's profile. Useful for noting pre-existing injuries, allergies, instructor preferences, or other context the team should know. Memos can be starred so they show up on Class rosters.

Registrations

Current and past Class, Event, Series, and One-on-One registrations.

Sales

Every purchase the Client has made at your studio.

Waivers

All waivers the Client has signed, categorized by title and date signed. From here you can also request a new signature, which blocks future registrations until completed.

Things to know

• The right-side sections also have Open in Reports shortcuts that take you to filtered reports for that Client — useful for finding inactive items like expired packs or older bills.

• Editing a Client's individual Perks (uses, start date, expiration) happens through the Perk detail modal, accessible by clicking on a pack or Membership and then on the specific Perk inside.

• The OnTheGo App shows a simplified version of the Client Profile — Active Items, Future Active Items, and Shared with Me appear, but Perks themselves are read-only on OnTheGo. All Perk edits happen on the Admin Website.