Client Profiles And History
Customer profiles that provide you with a complete business overview.
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30 day free trial
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No credit card required
Client Profiles and History
Customer profiles that provide you with a complete overview of their time with you
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30 day free trial
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No credit card required
Full Visibility Into Your Clients and Business
Every customer name within your ClassFit account is hyperlinked and will take you to their individual customer profile which shows you a complete overview of their history with your business.
All of your customers are also searchable via your ‘Clients’ page which holds a complete list of any contacts that you have uploaded or that have attended your classes while you have been using ClassFit.
You can view any client’s attendance history for your classes – including any no-shows or cancellations as well as stored information like their intake form, should you need to access it. There is also an auto-save ‘notes’ section where you can type in any notes that you would like to remember for that specific client. This is only visible to you and your customers won’t be able to see any of this information.
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Simple to use
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Real-time updates
Full Visibility Into Your Clients and Business
Every customer name within your ClassFit account is hyperlinked and will take you to their individual customer profile which shows you a complete overview of their history with your business.
All of your customers are also searchable via your ‘Clients’ page which holds a complete list of any contacts that you have uploaded or that have attended your classes while you have been using ClassFit.
You can view any client’s attendance history for your classes – including any no-shows or cancellations as well as stored information like their intake form, should you need to access it. There is also an auto-save ‘notes’ section where you can type in any notes that you would like to remember for that specific client. This is only visible to you and your customers won’t be able to see any of this information.
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Simple to use
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Real-time updates
Manage Your Customers’ Accounts Easily
You can also manage the memberships and class packs for individual clients on their profile pages. Whilst your customers have their own profile pages that they can view, the client profile that you can view is only accessible from your organizer account.
From this view, you can manually add class packs and memberships to their account as well as editing any existing class packages that they may have. For example, if your client gets injured or if you take a break from offering classes, then you can pause any memberships or class packs and then restart whenever is appropriate.
You can also add or take away any class credits from existing packages should the situation require it, for example, if a client with a class pack attends a class without booking ahead or if something occurs during a class that would require a ‘refund’ of that class credit.
Manage Your Customers’ Accounts Easily
You can also manage the memberships and class packs for individual clients on their profile pages. Whilst your customers have their own profile pages that they can view, the client profile that you can view is only accessible from your organizer account.
From this view, you can manually add class packs and memberships to their account as well as editing any existing class packages that they may have. For example, if your client gets injured or if you take a break from offering classes, then you can pause any memberships or class packs and then restart whenever is appropriate.
You can also add or take away any class credits from existing packages should the situation require it, for example, if a client with a class pack attends a class without booking ahead or if something occurs during a class that would require a ‘refund’ of that class credit.
What Our Customers Say About Us
“ClassFit has been amazing for my business! They care about you being successful and actually listen to your feedback, making it user friendly for clients and professionals. I would absolutely recommend ClassFit!!”
Frequently Asked Questions
FAQs for Client Profiles and History
Here you’ll find some of our most frequently asked questions regarding about our client profiles and history
Client profiles are there for you to keep track of individual clients, their histories and intake forms, along with any manual management that may be needed for their class packs or memberships. Every client that joins your classes will automatically have a profile created and be added to your contact database. This profile page will only be visible to you. If you upload any of your existing contacts into ClassFit, then profiles will also be set up for them too.
Even though all of your customers will have the ability to manage their own accounts through your integrated calendar or through classfit.com, we know there are some instances where you will need to make adjustments to the account they hold with you. Through their individual client profile, you can manage any and all class packs or memberships that they hold with you. From here, you can cancel or pause any existing class bundles (for example, if a client gets injured or becomes pregnant and wishes to pause a recurring membership) along with adding or taking away individual class credits.
Your clients will also be able to manage their own accounts through ClassFit. They have two ways to do this – if you have one of our booking calendars embedded into your website, then they will be able to log in there and view all of their class bundles and upcoming classes. They can also go to ClassFit.com and log in there to view their account details. They won’t be able to add or take away class credits (without purchasing them) like you as the organizer can, but they will be able to cancel their own memberships, update their card details, and view their upcoming classes etc.
Take the tour
Book a Non-Salesy
Demo With One of Our Customer Support Agents
Want to see if ClassFit is right for you? We offer one to one demos with our customer support team where we give you a tour of the platform and answer any questions you might have.
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No sales push
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Takes as little as 20 minutes
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No sales push
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Takes as little as 20 minutes
ClassFit, your go-to class booking software, simplifies tracking client profiles and histories for yoga, Pilates, and all fitness sessions. This tool aids studio owners and fitness entrepreneurs in managing bookings and monitoring client progress with ease. Enjoy a seamless experience with features like custom booking calendars on your site, hassle-free online payments, waitlist options, and Zoom integration for virtual classes. ClassFit is dedicated to reducing admin and enhancing revenue for wellness professionals.