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Client profile

The Client profile is the main place for working with one specific client. From here you can review their history, edit their data, and jump to related appointments, sales, installments, memberships, forms, and notifications.

How to open it​

  1. Open "Clients".
  2. Select a specific client.
  3. Open "View client".

What you see at the top​

At the top of the profile you may see important states:

  • that the client is deleted;
  • that they are blocked for online bookings;
  • that they are marked as a trusted client;
  • that they have an online account.

This area also shows the main contact details and a short statistics summary.

Main actions​

From the top buttons and action menu you can:

  • edit the client;
  • merge the profile with another client;
  • open "Activity log";
  • block or unblock online bookings;
  • delete or restore the client.

From the tabs themselves, the most common quick actions are:

  • "Create appointment";
  • "Create sale";
  • "Sell membership";
  • "Add form".

Main tabs​

Details​

This tab contains the core client data:

  • birthday;
  • gender;
  • preferred language;
  • country, city, and address;
  • referral source;
  • groups;
  • referred client;
  • notification settings.

Appointments​

Shows all appointments for the client. From this tab you can:

  • create a new appointment;
  • open a specific appointment;
  • filter the list.

Sales​

Shows the client’s sales and provides a "Create sale" button.

Installments​

Shows sale installments and is useful when tracking remaining or overdue payments.

Memberships​

Shows the client’s memberships and provides a "Sell membership" button.

Forms​

Shows client forms and provides an "Add form" button.

Reviews​

Shows reviews connected to the client.

Notes​

Use this tab for internal notes about the client.

Documents​

This is where you work with files and documents attached to the client.

Notifications​

This tab shows the history of notifications sent to the client and supports filtering the list.

Useful to know​

  • The statistics in the profile often work as shortcuts to the related tabs.
  • Memberships and Forms may be visible, but their content and actions depend on the related subscription features.
  • If the client has an online profile, part of the information may come from their online account.
  • In the Forms tab, "Add form" is used to manually issue a form to this client.
  • In the Memberships tab, "Sell membership" opens a sale for this client, and the new issued membership then appears in the same tab.

When this page is most useful​

Use the client profile when:

  • you are working through the history of one specific client;
  • you need to quickly create an appointment or sale;
  • you want to check installments, memberships, forms, or notifications;
  • you need to block the client from online bookings.