Editing Customer Profile

To edit a customer’s file. Click found in the top right corner of the profile overview. 

Feature Overview – Top Banner

Name	Description
Status	Update customer status. Learn more about customer status.
Weight	Update client weight.
Appointment Black List	Toggle ON to block clients from being able to book appointments online. Clients will only be able to add themselves to the wait list. Tip: Use this feature for problem clients!

Feature Overview – Bottom Tabs

Name	Description
Contact Details	Update customer demographics, contact information or language preferences.
Files	Manage intake forms and documents.
Memberships	Manage client membership, credits and logs.
Gift Certificate	Manage active client gift certificates.
Dislike Services	Update client preferences to include services they dislike so that they do not get booked.
Preferences	Manage client communication preferences.

Customer Profile Contact Details

The first tab provides access to the customer’s contact information, including:

• First Name, Middle Name & Last Name
• Phone Number
• Email Address
• Home Address
• Date of Birth
• Gender
• Referral Method
• Preferred Branch

Make any necessary changes and click Save to update the information.

Customer Profile Files

This tab displays two key sections:

• Forms: View, add, or remove forms assigned to the customer.
• Documents: View, add or remove documents uploaded to the customer’s profile.

Customer Profile Forms

View, remove or add new forms to a customer.

Manually Assign a Form to a Customer via the Customer Profile

You can manually assign forms to a customer profile, though forms can also be assigned automatically. Click here to learn more about automatic form assignments.

1. Click Add.
2. Search for the desired form.
3. Select the form.
4. Click Assign.

Manually Remove a Form from a Customer via the Customer Profile

If needed, you can remove a form, provided it hasn’t been completed.

1. Click the three dots next to the form you want to remove.
2. Select Remove.

Customer Profile Documents

Easily manage documents within the customer’s profile by viewing, downloading, adding, or removing files.

View a Document from a Customer via the Customer Profile

1. Click the three dots next to the document you want to download.
2. Select View.

Add a Document to a Customer via the Customer Profile

1. Click Add
2. Select the Type of document
3. Click Browse to upload the document from your device.
4. Enable the Show Customer toggle if you want the customer to access this document in their portal.
5. Click Upload

Remove a Document from a Customer via the Customer Profile

1. Click the three dots next to the document you want to remove.
2. Select Remove.

Download a Document from a Customer via the Customer Profile

3. Click the three dots next to the document you want to download.
4. Select Download.

Customer Profile Memberships

Easily view, add, remove, and manage customer memberships from this tab.

Manage a Customer’s Membership via the Customer Profile

When someone has a membership these are the options in the 3 dots   .

Option	Description
Credits	View all credits the client has earned through their membership. You can also modify the status or expiration date of a credit if needed. Learn more about how membership credits work.
Payment Activity	Review all successful and failed payment attempts associated with the membership.
Edit	Update the card used for membership payments, adjust the next payment date, or add a note to the membership.
Process	Manually process the next membership payment.
Remove	Cancel the client’s membership. If there is a cancellation fee, a pop-up will provide guidance on the next steps. Learn more about membership cancellation fees.

Add a Membership to a Customer via the Customer Profile

1. Click Add.
2. Select the Branch.
3. Choose the Membership the client is enrolling in.
4. Select the Employee who sold the membership.
5. Add a note if necessary.
6. Click Save.

Customer Profile Gift Cards

View all gift cards the customer has purchased along with their remaining balances.

Customer Profile Disliked Services

Enhance customer satisfaction by ensuring clients aren’t booked for services they dislike. When a disliked service is added, the system will automatically block any attempts to schedule that service for the client in the future.

Add a Disliked Service to a Customer via the Customer Profile

1. Click Add.
2. Select the Service.
3. Add a Comment.
4. Click Save.

Edit a Customer’s Disliked Service via the Customer Profile

1. Click the three dots next to the disliked service you want to edit.
2. Select Edit.

Remove a Customer’s Disliked Service via the Customer Profile

1. Click the three dots next to the disliked service you want to remove.
2. Select Remove.

Customer Profile Preferences

Manage the communication preferences for your client from this tab.

Option	Description
Appointment Notifications	Enable or disable SMS, push, or email notifications related to appointments. This includes confirmations, cancellations, and form reminders.
Service Notifications	Control whether the client receives pre-service communications via SMS, push, or email.
Package Notifications	Manage notifications about the client’s packages, including marketing education and messages through the chat feature.
Marketing Notifications	Toggle the client’s ability to receive marketing notifications, including standard, trigger-based, drip, and automated campaigns.
Transaction Notifications	Turn on or off SMS, push, or email notifications related to transactions, such as invoices and receipts.