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
• Navigating the Client Profile

Creating a New Client

Follow this method to create a client right from your Wodify account. You can access this icon on any screen in your Wodify core account, except for the client page.

1. Click the Globe icon in the bottom left corner of the screen. OR use the Hotkey by pressing SHIFT + C
2. Select Create Client.
3. Enter client information:
   • First and last name
   • Email
   • Gender
   • Date of Birth
   • Mobile number (optional)
   • Client Owner (optional)
   • Client status (optional)
   • Default location & Program (optional)
4. If the client is a dependent, switch on "Dependent (no Wodify login)"
5. Enter the guardian information by:
   • Searching for an existing client in the search bar
   • OR creating a new profile.
6. Select Create Client button in the bottom right corner.
7. To view the client profile after creating, click view on the banner. This will take you straight to their profile. 
8. To view their profile from the client menu: Go to People>Clients
9. 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.

You can also add a new client from the client menu. These steps are:

1. Go to People > Clients
2. Click the + New Client button in the top right corner
   
   
3. Enter client information
   • First and last name
   • Email
   • Gender
   • Date of Birth
   • Mobile number (optional)
   • Client Owner (optional)
   • Client status (optional)
   • Default location & Program (optional)
4. 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

1. Membership & Payments:
   • View and edit all invoices for the client
   • View and edit memberships
   • Update the client’s payment information
2. Attendance
   • See attendance history and upcoming reservations for the client
   • Remove late cancellation and no-show designations
3. 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
   • View the clients submitted waiver questionnaire answers
     
   • Add any other file attachments needed
4. Activity Feed
   • View a log of all activity in a client's profile, including time stamps and who triggered the event. This includes:
     • Communication: including email, SMS, In-app Chat, Announcements
     • Class & Appointment Activities: including reservations, sign-ins, cancellations
     • Profile updates: including general info updates, membership purchases and changes, at-risk/Retain updates
     • Progression Tracking: including track assignments, promotions
     • Workflows: including enrollments, triggers for a workflow, actions completed by a workflow
   • You can filter the list for specific event types, users, and more; or use the search bar to find a specific activity
   • Many of these activities (like profile changes and progressions) can be expanded for further detail by clicking on the arrow on the right side of the activity when available
     
     
5. Profile
   • View and edit the client's contact/personal info
   • Adjust roles and permissions (Client, Coach, Manager, Admin, Staff)
     Permissions for Admins, Managers, Coaches, Staff, and Clients
   • Adjust the client's default location, program, etc
   • Add Emergency contact info
   • Add in Client Owner Managing Clients with Tags, Notes, and Custom Tabs
   • 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:

• Adding a Membership to a Client Profile
• Deactivating and Reactivating Clients

If you need any additional assistance with Client Profiles, feel free to reach out to our team at support@wodify.com or via Priority Live Chat in your admin account (Promote only).