Creating and Navigating the Client Profile

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Clients are your business' lifeblood; the people that have joined your business! The client profile is your main hub for managing clients in your system. Admins, Managers, and Coaches can create and manage clients right from Wodify Core, under People > Clients.

In this article, we will cover:

 

Creating a New Client

Follow these steps to create a new client profile in Wodify Core:

  1. Go to People > Clients
  2. Click the + New Client button in the top right corner
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  3. Enter all required information
    • Email
    • First and last name
    • Status (Active, On Ramp, etc)
    • Gender
    • Default Location
    • Default Program
    • Date of birth
    • Address and postal code
  4. Select ‘Create’ or ‘Create & Edit
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    • Create’ will save the Client Profile and take you back to your client list
    • Create & Edit’ will save the new client profile and open it, so you can continue to make changes, like adding a payment method or membership to the client’s account
  5. Once the new client profile is created, the client will receive your Welcome Email with a link to confirm, set up, and access their new Wodify account.

Note: If a client has previously used Wodify at another business, they can merge their accounts and reference their all-time performance history as long as they’re signed up with the same email address. Take a look at this article for more detail on this: Transferring Clients From Another Wodify Business

 

Navigating the Client Profile

Once a client has been created, you can check their profile for just about any information you need about them! Here’s a look at each section of the client profile

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  1. Membership & Payments:
    • View and edit all invoices for the client
    • View and edit memberships
    • Update the client’s payment information
  2. Profile
  3. Attendance
    • See attendance history and upcoming reservations for the client
    • Remove late cancellation and no-show designations
  4. Documents
    • View signed contracts and waivers
    • See which waivers and/or contracts still need to be signed by the client
    • Email a copy of a missing waiver/contract, or upload a copy signed outside of Wodify
    • Add any other file attachments needed
  5. Activity History
    • See activity on a client’s profile, including
      Emails sent to them
      Memberships added or terminated
      Membership hold start dates, end dates, and edits
      Contract and waiver signatures
  6. Social Insights
    • See any info Wodify was able to pull from social media automatically
    • Learn more about Social Insights with this help article
  7. Groups (only available on Promote & Legacy)
    • Add clients to a group
    • Assign Guardian and Dependent roles
    • Share payment methods between group members
    • See other members of the client’s groups

More Information

Once you've created a client, check out these articles for your next steps:

 

If you need any additional assistance with Client Profiles, feel free to reach out to our team at support@wodify.com.

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