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ClientsClient Profile

Client Profile

A client record has two views:

  1. Client Detail — a side panel from the Clients list (View Profile)
  2. The full client page — header with wallet, then tabs for Bookings, Packages, Activities, and Transactions

Client Detail (List Panel)

Use the panel for a quick contact check without leaving the list.

  1. Open People → Clients.
  2. Find the person with search.
  3. Open the row menu (⋯) and click View Profile.
Client Detail panel with Active toggle, edit, email, phone, date of birth, gender, groups, and status

The panel title is Client Detail. Close it with X.

ItemWhat it is
InitialsAvatar for the person
ActiveStatus toggle
PencilOpens Edit Client Details
NameThe client’s name
CLIENTTag that this record is a customer, not staff
E-MAILEmail address
PHONEPhone number, or N/A
DATE OF BIRTHDate of birth
GENDERGender
GROUPSAssigned groups, or No groups assigned
STATUSActive or Inactive. See Block & Unblock a Client

Full Client Page

Open the full page when you need wallet, bookings, packages, or transactions.

Use Back at the top to return to the Clients list.

Client page with wallet balance, Add Balance, and Bookings tab
ItemWhat it is
InitialsAvatar (for example SF)
NameFor example Samuel Falcone
USERBadge on this capture
Extra badgeFor example Multiple Classes (a group)
Send EmailSends email to the client
EditOpens editing. See Edit Client Details
Assign GroupsAssigns client groups
EmailFor example sam@gmail.com
JoinedJoin month (for example Jun 2026)
DOBDate of birth
WALLET BALANCEAmount in QAR (for example 185.00 QAR)
+ Add BalanceOpens Manage Wallet Balance
Clock controlWallet history, if Fitnez Studio opens it from that icon

Tabs

TabWhat it is for
BookingsThis client’s bookings. See Booking History
PackagesPackages this client holds. See Client Packages
ActivitiesActivity for this client
TransactionsThis client’s money records. See Wallet & Purchase History

The capture shows Bookings selected.

Activities and the Packages / Transactions tab layouts are not captured yet. Use the labels on those tabs when you open them.

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