Client Management
The Client Management page gives you a complete view of everyone who has booked at your studio. Use it to track booking patterns, revenue per client, and manage individual client profiles.
Client Directory
To access your client roster, go to Dashboard > Clients.
Client Table
The directory displays all clients who have made at least one booking at your studio:
| Column | Details |
|---|---|
| Client | Client name and email address |
| Bookings | Total number of bookings made |
| Revenue | Total revenue generated by this client |
| No-Shows | Number of no-show occurrences (highlighted in red if greater than zero) |
| Last Visit | Date of the client's most recent booking |
| Actions | Link to view the client's full profile |
Search
Use the search bar at the top of the table to find clients by name or email. Type your search term and press Enter or click the search button.
Sorting
Click any sortable column header to sort the table:
- Client -- Sort alphabetically by name
- Bookings -- Sort by total booking count
- Revenue -- Sort by total revenue
- Last Visit -- Sort by most recent booking date
Pagination
The directory shows 50 clients per page. Use the Previous and Next buttons at the bottom to navigate between pages. The current record range is displayed (e.g., "Showing 1 to 50 of 250 clients").
Client Profile
Click View Profile on any client row to see their full profile at Dashboard > Clients > [email].
The profile is a single scrolling page with four sections:
Stats Cards
Four summary cards appear at the top of the profile:
| Card | Details |
|---|---|
| Total Bookings | Total confirmed and cancelled booking count |
| Revenue | Total revenue from this client |
| No-Shows | Count of no-show occurrences (highlighted in red if greater than zero) |
| Member Since | Date of the client's first booking, plus their last visit date |
Booking History
A table showing all of this client's bookings:
| Column | Details |
|---|---|
| Class | Name of the booked class |
| Date | Date and time of the class |
| Status | Confirmed or Cancelled badge |
| Attendance | Checked In or No Show badge (for past classes) |
| Amount | Amount paid for the booking |
Bookings are paginated at 20 per page if the client has a large history.
Notes
Notes require the Growth plan or higher. Studios on the Starter plan will see an upgrade prompt.
Add private notes about a client that only you and your team can see. Notes are useful for tracking:
- Client preferences and feedback
- Injury or health information
- Referral sources
- General observations
To add a note, type in the text area and click Add Note. Notes appear in reverse chronological order with timestamps.
Custom Fields
Custom Fields require the Growth plan or higher. Studios on the Starter plan will see an upgrade prompt.
Custom fields display any additional data fields you have configured in Settings > Custom Fields. Values are editable inline on the client profile:
- Text and Number fields -- Click the edit button, change the value, and save
- Date fields -- Use the date picker to set or update the value
- Select fields -- Choose from your predefined dropdown options
- Boolean fields -- Toggle on or off directly
If you haven't configured any custom fields yet, a link to Settings > Custom Fields is shown.
For details on creating and managing custom field definitions, see the Custom Fields Settings guide.
Tips
- Check no-show patterns. Clients with multiple no-shows may benefit from a friendly reminder about your cancellation policy.
- Use notes for context. Jot down feedback from a client after class so you can personalize their experience next time.
- Track revenue per client. Identify your highest-value clients and consider offering them loyalty perks.
- Set up custom fields early. Fields like "Emergency Contact" or "Fitness Level" help you deliver a safer, more personalized experience.
Need Help?
Contact support at support@studiobase.org if you have questions about client management.