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Find a person and check their profile

Search for a client by name or contact before creating a new profile, then check contacts, family, memberships, balance and attendance in one place.

ClubBase team · Published · Updated

Who it is for
Team members with permission to view or edit people.
What to prepare
A name or a known contact; for a new profile, verified details of the person.

Steps

  1. Open the people section: its name depends on your studio’s terminology.
  2. Search for the person by name or contact before creating a new profile.
  3. Open the profile and check contacts, family, memberships and balance.
  4. Change only the fields you need; after saving, check the result in the profile.
Client profile with a membership and the classes left on it
Click the image to open it in full size.

Result

You have found the right person; their memberships and bookings are not split across duplicates.

If it did not work

An empty result may mean a different filter or location. Check those first; do not create a second profile just because a search found nothing.