The client details page is where you see everything about one client and take action on them. It has two parts: a client info panel with their key details, and a set of tabs for their history, notes, tasks, and forms.
The Client Info Panel
At the top (or left) you'll find a snapshot of the client:
- Photo and name — the client's photo appears when one is available from your booking platform; otherwise you'll see their initials.
- Status chips — quick flags like their current dashboard category, their booking-platform status, and whether their automations or dashboard categorization are paused.
- Contact details — phone (with a call button if click-to-call is on), email, birthday, and location.
- Lists — the client lists this person is on, which you can edit right there.
- Opt-in status — whether they're opted in for SMS and email, split into Marketing and Transactional.
Client Account Settings
Users at your studio can take certain actions on a client's profile based on that client's requests or needs. To access these actions, click the ellipsis (…) menu in the top-right of the client's profile header.
- Pause dashboard categorization: Stop Loyalsnap from automatically moving this client in or out of dashboard categories. Pause until a date you choose or indefinitely — useful when a client's situation is temporary and you don't want the automated categories acting on them.
- Disable texting: Turn texting off for this client so no messages — manual or automated — can be sent to them by text. Opt out of SMS Blasts: Opt the client out of your marketing SMS blasts, so they won't get mass text promotions. (If they previously opted themselves out, you'll be asked to confirm you have their consent before opting them back in.)
- Opt out of SMS for Automations: Opt the client out of the automated texts your automations send, while leaving your other messaging in place.
- Pause automations: Pause all automations for this client until a date you choose (or indefinitely), so they stop receiving automated messages for a while.
- Set a follow-up: Create a follow-up task for this client with a future due date, so you or your team remember to reach out.
- Add to client list: Add this client to one or more of your client lists for targeting and organization.
- Remove client from Loyalsnap: Remove the client from Loyalsnap so they stop receiving communications and no longer appear on the dashboard. You can add them back later.
- Delete client from Loyalsnap (Support-only): Permanently delete the client and all their history. This is a Support-only action, so most users won't see it. The client can reappear later if they're still in your booking platform.
If you need to permanently delete a client from appearing in Loyalsnap, please reach out to support@loyalsnap.com with the name and email of the client you would like to delete.
Add/Edit Client Lists
You can add or edit a client's lists right from the Client Details Page! Simply click the Plus icon next to Lists to get started.
Client Communication
Through the Client Details page, you have the option to directly email your client, send a text to your client, and log a phone call that you may have had with your client. Direct communication from the Client Details page allows your team to quickly and efficiently contact all of the clients on your Dashboard!
For more detailed articles regarding communication through the Client Details page see the below articles:
Client History
At the bottom of the Client Details page includes a full history of communication history and client actions taken through your studio. You can see all emails/texts sent to a client, in addition to their purchases, contracts, visits and more! For more details, please see Client History.
Key Stats
The panel also shows at-a-glance stats:
- Total visits
- Next visit — the date and exact time of their next booked visit, plus the class name
- Last visit and First visit
- Contract status
- Active package and Last package
- Remaining credits — total credits left across all their active packages
The Tabs
The rest of the page is organized into tabs so you can focus on one thing at a time:
- Client History — a timeline of visits, messages, purchases, and more. Use the filter to narrow it to what you want to see.
- Notes — notes your team has added about the client. The count shows how many. You can add notes and pin an important one to the top.
- Tasks — follow-up tasks for this client, with the count shown. A dot appears when a task is overdue.
- Forms & Waivers — the client's form and waiver submissions. This tab appears when Forms is enabled for your studio and the client has at least one submission.
The page remembers the last tab you used, so you'll land back on your most-used view next time you open a client.
Troubleshooting / FAQs
Q: Where does the client's photo come from?
A: Photos sync from your booking platform when available. If a client doesn't have one, you'll see their initials instead.
Q: What does "Remaining credits" count?
A: It's the total number of credits left across all of the client's active packages, so you can quickly see who's running low.
Q: Why don't I see a Forms & Waivers tab?
A: That tab only appears when Forms is enabled for your studio and the client has submitted at least one form. No submissions means no tab.
Q: The Next visit shows a time — is that exact?
A: Yes. Next visit shows the date and the specific time of their next booked visit, along with the class name.
Q: What does the dot on the Tasks tab mean?
A: It flags that the client has an overdue follow-up task, so you know to check in.
If you're still running into issues, reach out to your Loyalsnap rep or contact support@loyalsnap.com