Client Profiles
Every client has a detailed profile containing all their information, history, and training details.
Viewing a Profile
- Go to Clients
- Click on a client’s name
- View their complete profile
Profile Sections
Personal Information
Basic contact details:
| Field | Description |
|---|---|
| Full Name | Client’s name |
| Primary contact email | |
| Phone | Mobile or contact number |
| Date of Birth | For age-appropriate training |
| Emergency Contact | Who to contact in emergencies |
Health Information
Health and safety data:
- PAR-Q Status - Current health questionnaire status
- Medical Conditions - Any relevant health notes
- Trainer Restrictions - Movements or activities to avoid
- Last PAR-Q Date - When they last completed the form
Click View PAR-Q to see their complete health questionnaire responses.
Booking Summary
Quick overview of their training:
- Total Sessions - All-time sessions completed
- This Month - Sessions this month
- Upcoming - Scheduled future sessions
- Last Session - Most recent booking date
Package Balances
Active session packages:
| Field | Description |
|---|---|
| Package Name | Which package they purchased |
| Credits Remaining | Sessions left to use |
| Expiry Date | When the package expires |
| Status | Active, Paused, or Expired |
Recent Activity
Timeline of recent events:
- Bookings made
- Sessions completed
- Packages purchased
- Notes added
Editing Client Information
- Open the client’s profile
- Click Edit or the pencil icon
- Update the information
- Click Save
Editable Fields
You can update:
- Name and contact details
- Emergency contact
- Medical notes
- Training restrictions
Non-Editable Fields
Some fields are system-generated:
- Booking history (managed through bookings)
- PAR-Q responses (client submits these)
- Package balances (managed through packages)
Quick Actions
From a client profile, you can:
| Action | Description |
|---|---|
| Book Session | Create a new booking for this client |
| Send Email | Open email to their address |
| View PAR-Q | See health questionnaire |
| Add Note | Add a private note |
| View History | See all past sessions |
Client Status
Clients can have different statuses:
Active
- Has booked in the last 30 days
- Or has upcoming bookings scheduled
- Appears in main client list
Inactive
- No bookings in the last 30 days
- No upcoming sessions
- Still appears in client list
Archived
- Manually archived by you
- Hidden from main client list
- Data preserved but client can’t book
- Can be restored later
Managing Multiple Clients
Searching
Use the search bar to find clients by:
- Name (first or last)
- Email address
Filtering
Filter your client list by:
- Status (Active, Inactive, Archived)
- PAR-Q status
- Has active packages
Sorting
Sort clients by:
- Name (A-Z or Z-A)
- Last session date
- Total sessions
- Date added
Privacy & Security
- Client data is encrypted and secure
- Only you and your staff can access profiles
- Sensitive health information is protected
- Data can be exported on client request
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