Quick View provides an informative panel of client and lead profile information so that you're communicating at peak efficiency. Accessing profile details at your convenience when drafting a Task, SMS, or In-App Chat is a little thing that makes your day a lot easier.
This means that, in Core or the Wodify Mobile app, you can now:
- Review any client notes before class when checking your roster between classes.
- Recognize client alerts regarding payment and membership, allowing you to address these issues while the client is present.
- Always be a click or tap away from sending your client an SMS, In-App Chat, or Conversation email when reviewing your assigned Tasks.
In this article, we'll discuss:
Navigating the Quick View Panel in Wodify Core
Within the Quick View Panel, staff can view information from all sections of the profile - the Header, Profile subtab, Attendance, Membership & Payments, and Activity History.
Navigating the Quick View Panel in the Client App
Quick View is visible in the Client App as well, so that you can always be in the know about your athletes. While using Coach View, tap on a client's name to see their Quick View profile. With your client's information close at hand, this means much less navigation between different panels and devices.
If you need any additional assistance with Quick View, feel free to reach out to us at support@wodify.com.
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