Use this article to find your way around the contact profile page and locate billing, credits, files and activity without hunting. To open a profile, click a name in any Contacts list.
What are the tabs on the contact profile page?
The tab bar at the top of the contact profile page has seven tabs. ① Overview is the summary page with the contact card and widgets. ② Contracts lists membership contracts. ③ Progression tracks ranks. ④ Billing holds the billing address, payment methods and payment history. ⑤ Credits & Gift Card shows credit history. ⑥ Files has Documents, Waivers and Gallery. ⑦ Activity collects communication, pipeline, finance, event, course, attendance and workflow history.
On the right of the tab bar, ⑧ Back returns to the Contacts list, ⑨ Customize lets you rearrange the Overview widgets, and ⑩ the magnifier icon opens Switch contact.
What is on the contact card?
The contact card sits on the left of the contact profile page. ① The contact name sits under the avatar. ② The icon row gives you Call, Text, email, a quick view and Quick Sale. ③ The badges show the status (Active or Former) and the current Credit balance. ④ The countdown shows days until the next birthday, worked out from the date of birth.
Further down the contact card, ⑤ Family Members lists linked relatives with their relation; ⑥ the + button next to it links another contact. ⑦ Contact Info repeats the email, phone, address and age. ⑧ Custom Fields shows any fields you have added for this contact type; ⑨ the + next to it creates a new custom field. ⑩ Edit opens the form for updating the contact.
What are the Contact Tag card and Guardian Details for?
On the contact profile page, ① the Contact Tag card holds the punch ID used for check-ins, printed underneath as a barcode. ② Auto Generate issues a fresh punch ID, and ③ Activate Tag pairs a physical tag with a scanner. ④ The Guardian Details panel expands to show guardian names, roles and phone numbers for a minor.
What do the Overview widgets show?
The Overview widgets on the contact profile are: ①Contract Status shows active membership contracts. ② Retention Status shows lessons attended, lessons left, whether the contact is behind schedule and the last attendance. ③ Contact Activity is a timeline of every change made to the contact, with who made it and when.
How do I switch to another contact from the profile?
To switch to another contact from the profile page, click the magnifier icon in the tab bar to open ① SWITCH CONTACT. ② Type part of a name, email or phone number and ③ click a result to jump straight to that contact's profile; the result shows the contact type and status so you can tell similar names apart.
