نظرة شاملة ومتعمقة على قسم إدارة العملاء

Webinar • 39 min

Your client database is the foundation of your facility's daily operations, bookings, and financial tracking. In this 39-minute masterclass, in2 account managers Wedg and Melissa break down how to optimize client management, eliminate duplicate records, and set up smooth onboarding workflows.

Key Takeaways:

• Multi-Tiered Account Management: Easily distinguish between individual adults, corporate clients, and children. Connect multiple children to a single parent email so families can manage their bookings and dependents from a single app interface.
• Clean Profile Architecture: Customize which fields are visible to front-desk staff, enforce mandatory contact details, and use status badges to track who has claimed their branded app account.
• Financial Clarity & Statements: Distinguish between "on account" receivables (unpaid balances) and customer credit balances, review itemized account statements, and allocate payments accurately.
• Compliance & Client Privileges: Embed digital terms and liability waivers directly into the new-member booking flow, and apply custom privileges (like the "Trusted" tag) to allow long-standing members to book without mandatory upfront online payment.

Watch the full recording to standardize your client database and deliver a seamless member experience.

أبرز المحطات

أهم الأفكار المستخلصة من الحوار



Client Account Types: Adults, Businesses & Child Profiles

Understand how to properly configure profiles for individual adults, corporate accounts, and dependent children, including how to link siblings under a single parent account without losing individual attendance or booking records.



Client Verification Icons & Custom Field Settings

Learn what profile status badges mean (unclaimed phone-only accounts vs. verified app users), how to enforce mandatory client info like emails, and how to customize visible vs. hidden fields.



Merging Duplicates & Financial Account Statements

Best practices for safely merging duplicate client accounts without losing historical transactions, plus how to read positive credits, negative outstanding balances, and receipt allocations.



Digital Waivers, Smart Filters & Client Privileges

How to create and enforce digital terms/waivers for online and in-person check-ins, use advanced database filters, and use the "Trusted" privilege toggle to let VIP clients book classes without mandatory upfront online payments.

الطوابع الزمنية

انتقل مباشرة إلى اللحظات التي تهمك

01:24

Adding Clients: Adult, Business & Child Account Types

03:41

Linking Parents, Children & Managing Siblings

04:30

Customizing Client Profile Fields (Mandatory vs. Visible)

07:01

Profile Status Badges & App Connection Indicators

09:33

Adding Client Notes & Setting Action Items

10:50

How to Merge Duplicate Client Profiles Safely

عرض الكل

12:23

Tracking Client Visit History & Retention Insights

13:30

Client Financials: Credits, Balances & Account Statements

16:16

Receiving Payments, Refunds & Audit Controls

17:37

Advanced Client Database Filtering

19:10

Setting Up Online & In-Person Digital Waivers

21:27

Live Q&A: Service Allocation & Sessions Owed

24:30

Live Q&A: "On Account" Purchases vs. Extra Credits

28:10

Live Q&A: Handling Child vs. Adult Account Merges

33:08

Live Q&A: "Trusted Client" Privilege & Booking Rules

More Webinars

Elevate Your Client’s Experience1 min read

22 min
Learn about mobile tools available to your clients and staff, from booking multi-branch classes to syncing personal calendars and collecting real-time feedback