Access the Client Profile Panel
There are a couple of ways to access the Client Profile Panel. All means of access require you to select the clients name to pop open the panel.
Your Clients list, located on the Main Navigation Menu and select a client name from the list
From the Lead Tracker section of the Marketing Center
From the Class Roster
Client Profile Panel Breakdown
Overview Section
Use this at-a-glance information to quickly gauge the client's history with your studio. At the top of the panel, you'll find key information about the client:
Last plan purchased
Number of days since the client was added
Home studio
Lead/client status
Lead/Client Management Section
This section allows you to manage the client's journey through your sales process. From this section you can:
Manually change a Lead Stage from the right-hand panel
Add or remove tags to categorize clients
Add Activity logs notes and communicate with your client
Change who the lead is assigned to within your team
Adjust the plan target based on your sales goals
Update the lead source for accurate tracking
⚡ Pro Tip
Service-Minded Approach: Use lead stages to track where each client is in their fitness journey, not just their purchasing journey. This allows you to provide targeted support and encouragement.
Sales-Oriented Approach: Lead stages help you identify which clients are primed for upsells or additional services, allowing you to make timely, relevant offers.
Activity Logs
The panel provides various ways to log interactions with clients:
Phone Calls
Log call outcomes and notes.
Set follow-up dates if needed.
Emails
Send emails directly from the panel.
Include subject and message content.
Text/SMS
Send text messages to clients.
In-Person Interactions
Log face-to-face meetings or studio visits.
⚡ Pro Tip
Service-Minded Approach: Use interaction logging to build a comprehensive picture of each client's preferences, challenges, and goals. This allows you to provide highly personalized service.
Sales-Oriented Approach:: Track the effectiveness of different communication methods and tailor your sales approach accordingly. Use the notes to identify pain points that your services can address.
Tasks
The tasks section is versatile and can be used for:
Setting reminders for follow-ups.
Setting group or individual staff tasks for your team.
Sharing sales tips with your team.
Distributing coaching materials or relevant articles.
Sharing stats or updates (mark as "no action, just read").
Recent Activities and Notes
View the last 3 activities related to the client.
Access and edit recent notes for up-to-date information.
Tags
Add or remove tags to categorize and filter clients based on various criteria.
Additional Client Details
On the right side of the panel, you'll find additional client information:
Total visits
Last visit date
Contact information
Lead Tracker Integration
The Client Profile Panel integrates with the Lead Tracker found under the Sales and Marketing Center:
Changes made in the panel reflect in the Lead Tracker.
Drag clients between stages in the Lead Tracker for a visual representation of their journey.
📺 Client Profile Panel Overview
Feature breakdown video of the Client Profile Panel →Watch Now