Clients & leads
Manage a client profile, documents and status
Find scheduling, payment, invite and membership actions in one record.
For owners1 min read
Profile actions
Open a client from Clients or a lead from Leads. The profile shows contact details, source, notes and history. Client Actions provides Schedule a Session, Edit Profile and Resend Invite; Copy Client Portal Link is available below the actions. On phones and tablets the actions dropdown spans the available width.
Plans, balances and documents
- Review Memberships and Packages for current entitlement.
- Open the action menu beside an enrollment to view documents, cancel, freeze, edit price or inspect membership details.
- Use print or download options for saved agreements and waivers.
- Review Open Balance and choose the relevant card or manual-payment action; payment success must be confirmed.
Deactivate without losing history
Maintenance includes deactivation with a confirmation. A deactivated contact remains available through status filters. Assigning a new membership or package reactivates the client. Deactivation is not the same as cancelling an enrollment, refunding a payment or deleting financial history.