HOW TO : USE YOUR CLIENT PROFILES




Get organized.

Be in the know.

Stay personable.


Use the tools in your Client Profiles to keep track of your clients.


Client Profiles are automatically created when:


Your Client Profile has features to help you keep track of everyone:

  • Client Name

  • Client Email

  • Client Phone Number

  • Client Notes

  • Activity Log


Your client notes are a great tool to keep track of your clients personal information.

ie.: acl surgery in the right knee, bad back


The Client Activity Log will keep track of every interaction you have with your client - literally.

  • Every transaction

  • Every session your client books with you

  • When you exchange messages

  • When your client signs your digital waiver


Action buttons are also found in your client profiles:

  • Message your client from their profile

  • Invite your clients to a few or all of your active sessions


Now go connect with your community!



Still have a few more questions?
Check out our Frequently Asked Questions for the full low down