How to edit a customer profile and keep notes.
The profile is one page per person: contact details and notes on the side, bookings, packages and payments in the middle.
- Who it is for
- Front desk staff, owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Edit details
- Open Customers (Members for gyms) and click the person.
- Click Edit in the action bar.
- Change Name, Email, Phone, Member ID, Gender, Date of birth or Address.
- Switch on VIP to show a VIP badge on receipts and the member portal. Switch off Active to stop a member checking in.
- For door cards, fill NFC card ID. A front desk USB card reader can type it for you.
- Click Save changes.
Notes for the team
- In the Notes card, click Edit.
- Type anything the team should know, such as allergies or preferences, and save.
What else is on the profile
- Key facts: next booking, last visit, visits, spend and packages.
- Bookings, Packages, Payment history and an activity timeline.
- The More list: Loyalty wallet, Member grade, Wallet activity, Family, Shared sessions, holds, Signed agreements and Consent forms.
What your customers see
- Members see their own name and contact details in the app. Notes are never shown to customers.
Common problems
- A member cannot check in although their package is active.
- Check Active in Edit. Inactive members cannot check in.
- The Member ID will not save.
- Member IDs must be unique in your business. Another record already uses it.
Related guides
- How to find customers and see whose membership is expiring
- How to track birthdays and send birthday wishes
- How to delete, restore or merge customers
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.