---
title: Client Profile Overview Tab | Walla Support Center
description: client profile overview tab
---
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June 10, 2026
# Client Profile Overview Tab | Walla Support Center
00:00 Introduction and Overview
01:20 Client Status and Recent Actions
01:47 Check-in and Additional Notes
02:41 Messaging and Actions
03:39 Active Plans, Packages, Membership Details and Upcoming Payments
05:47 Usage and Booking History
07:08 Freezes, Billing Cycle, Plan Changes and Upgrades
08:53 Courses and Enrollments
09:04 Credit Ledger and Payment Methods
09:54 Gift Cards and Split Payments
### **Welcome to the Overview tab of the client profile!**
Prepare to dive into the Client Profile Overview tab, where we will delve deep into the functionalities it offers. Uncover how to access various information, perform tasks, and provide accurate answers to client queries.
### Overview Page: Your Starting Point
Upon entering the client profile, you'll land on the Overview page. This section houses essential client details like birthdate, pronouns, creation date, and the profile creator. The distinctive red ring around a profile picture designates a "Maverick" status, earned by completing the personality test. Learn how to communicate effectively with clients both within the studio and across digital channels.
### Understanding Client Metrics
Delve into the client's studio visits, registration date, and status (active, inactive, or lost). These metrics aid in categorizing clients based on their engagement levels.
### Check-In and Additional Notes
Make use of check-in notes to share crucial information with staff, visible during class check-ins. Additional notes offer a space for private information not meant for public viewing.
### Messaging and Actions
Initiate conversations with clients through messaging and configure preferences for text or email communication. Explore the robust actions tab to manage various aspects of the client's profile.
### Managing Client Information
The actions tab is a hub of features, enabling actions such as merging profiles, making purchases, enrolling in plans, products, courses, and more.
### Understanding Active Plans and Packages
Navigate through the active plans section to observe the client's memberships, packages, and appointments. Instantly view guest passes and upcoming payments, and efficiently modify pass counts.
### Membership Details and Upcoming Payments
Explore membership details to comprehend payment schedules, review past and upcoming payments, and even modify future payments by applying credits or changing payment methods.
### Usage and Booking History
Uncover how to track plan utilization through booking and attendance history. This information aids in addressing discrepancies and providing clients with accurate insights.
### Managing Freezes and Billing Cycles
Learn how to temporarily pause memberships or customize billing cycles to align with client requirements. Clearly communicate freeze details to ensure a seamless experience.
### Plan Changes and Upgrades
Understand the process of modifying plans and upgrading memberships without disrupting continuity, ensuring smooth transitions.
### Active Courses and Enrollments
Access information on enrolled courses and video-on-demand offerings, gaining insights into clients' engagement with educational opportunities.
### Credit Ledger and Payment Methods
Monitor credit usage and transactions through the credit ledger. Effectively manage payment methods, set defaults, and apply gift cards for streamlined payments.
### Managing Account Balances
Learn how to handle client balances, addressing financial matters and providing clients with accurate information.
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