Client Records

Use these guides for an existing member after you have already Added them, Searched the list, opened their Profile, or managed Client Groups.

Edit a Client

Use this when a client’s information has changed — a new phone number, a corrected date of birth, or a name that was entered incorrectly.

Edit the record so the Clients list stays accurate for contact and day-to-day front-desk work. Do not use this to add staff — staff accounts are edited under Team Members.

Step 1 — Find the Client

Open People → Clients. Use Search… or All Status to find the person.

Step 2 — Open Client Detail

Open the row menu (⋯) and click View Profile.

Step 3 — Open Edit

On Client Detail, click the pencil next to the Active toggle.

On the full client page, click Edit in the header (next to Send Email and Assign Groups).

Step 4 — Change the Details

You can change:

Field	What it is
First name and last name	The client’s name
Active	Status toggle
E-MAIL	Email address
PHONE	Phone number
DATE OF BIRTH	Date of birth
GENDER	Gender
GROUPS	Select Groups… — search groups, then tick groups (for example Cycling and Multiple Classes). A client can belong to more than one group. See Manage Group Members
STATUS	Shown as Active in this screenshot

Step 5 — Save Changes

• Save Changes saves the record
• Cancel or the X closes without saving

The client row and Client Detail should show the new information — for example a corrected phone number for Sophie Martin.

Editing a client does not turn them into staff. To stop a client without removing the record, use Deactivate. You cannot delete a client — see Delete a Client.

Deactivate a Client

Use this when a member should no longer be able to book, but you still need their record.

On the Clients page the action is labelled Deactivate, not Block. After deactivate, the row shows status Inactive. On Client Detail status is the Active toggle.

This is not the same as Deactivating a Team Member. Team member Deactivate removes staff access to the dashboard. Member Deactivate is about the person who trains.

The UI that is confirmed today:

• The row menu includes Deactivate (in red) for an Active client
• After deactivate, the list shows Inactive
• Client Detail has an Active toggle
• New clients are created as Active

Deactivate keeps the client record. Delete is described in the topic plan as a permanent removal — but there is no Delete action on the current Clients screens. If you still need who the person was, deactivate first.

The client stays on the list. The STATUS column shows Inactive (red pill) instead of Active.

To make a client active again: open People → Clients (use All Status → Inactive if needed), open View Profile, then turn the Active toggle on.

The row menu in the current screenshot only shows Deactivate for an active client. An activate action on that menu will be documented when it is visible.

Delete a Client

You cannot delete a client in Fitnez Studio. There is no Delete action on the Clients row menu, on Client Detail, or on the edit form.

If you only need to stop the client, use Deactivate.

Client Packages

Use the Packages tab on the Full Client Page to see packages attached to this member.

The catalogue of what you sell is Training → Packages. Staff how-tos for assign, adjust sessions, and remove are on Packages on a Member.

1. Open People → Clients.
2. Open the full client page.
3. Select Packages.

The header also shows group badges (for example Multiple Classes) and Wallet. Those are not the package list.

Booking History

Use the Bookings tab on the Full Client Page to see what this person booked — class, location, how they paid, and status.

Studio-wide bookings stay under Training → Booking. See Bookings.

Step 1 — Open the Client

Open People → Clients, find the person, then open the full client page (from View Profile or the row Fitnez Studio uses for the ID screen).

Step 2 — Open the Bookings Tab

Select Bookings.

Open ⋯ on a booking row:

You can also cancel from Today’s Schedule or All Bookings. See Cancel a Booking.

Wallet and Purchases

On the Full Client Page, wallet money is in the header. Purchases and other money rows are under the Transactions tab.

Studio-wide sales stay under Finance → Transactions. See Sales & Payments. Wallet money is not the same as Package Sessions. See Member Wallet.

The header card includes WALLET BALANCE (for example 185.00 QAR), + Add Balance, and a clock control.

Select Transactions on the same page for this client’s money records.

Match rows to Finance → Transactions using USER, AMOUNT, and ⋯ → Copy txn ref. See The Sales Ledger.