Client Management
Keep your clients right in your pocket. Store and track the vital information that allows you to optimize revenue from each client.
Managing Clients
- Adding Clients Manually
- Importing Clients via Spreadsheet
- Client Associated Locations
- Edit Clients' Associated Locations
- Client Preferred Location
- Updating Client's Preferred Locations
Managing Family Members, Pets and Vehicles
See all 11 articlesManaging Packages on Client Profile
Managing Memberships on Client Profile
- Adding Memberships for Clients on Client Profile
- Adding Memberships for Pets on Client Profile
- Adding Memberships for Family Members on Client Profile
- Changing Associated Pet on Existing Memberships
- Changing Associated Family Member on Existing Memberships
- Editing Memberships
Managing Gift Cards on Client Profile
Managing Referral Credit on Client Profile
Client Custom Fields & Intake Forms
Pet Custom Fields & Intake Forms
Family Member Custom Fields & Intake Forms
Appointment Custom Fields & Intake Forms
Employee Intake Forms (SOAP Notes)
Client Privacy
Waivers & Expiration Reminders
- Custom Client Icons
- Custom Pet Icons
- Custom Icons
- Creating Waivers
- Waiver Expiration
- Deleting & Archiving Waivers
MyTime Communicator
Client's Credit Card Information
- Storing Clients Credit Card In-Store
- Storing Credit Card on the Booking Widget
- Manual Card Entry via Stripe Hosted Form In-Store
- Manual Card Entry via Cloud9 Hosted Form In-Store
- AVS Check for Cloud9 Key-in-Card Transactions
- Strong Customer Authentication (SCA) For Card Payments In-Store
Client Online Experience
- Client Sign-in Options
- Account Management on Booking Widget
- Booking Members Only Classes Online
- Opting In and Out From Marketing and Transactional Notifications
- Manage Pet Profile on Booking Widget
- Round Robin Mechanism on the Booking Widget