All Collections
Important Information
New UI Contact Profile
New UI Contact Profile
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

The Contact Profile has a new user interface which gives you easier access with different tabs for you to manage your contacts efficiently and effectively.

The basic information like such as name, email, phone and birthday is displayed in the Contact Profile. It is located on the left side of the page where you have the option to upload an image.

Below the basic information, there are shortcut buttons for the most common action. The shortcut buttons from left to right are:

  • Create a Task

  • Send Email

  • Send SMS

  • Call

  • Direct Message

  • Create a Note

  • F.O.R.D.

  • Billing

  • Emergency Contact

There are 8 tabs on Contact Profile.

  1. Activity Tab also known as the Activity Feed
    The Activity tab displays all the Communications and Billing related actions real time. Click the Activity drop down arrow to filter the activity you would like to see. You can also search using key word in the search bar.

2. Communications Tab

There are different option for communication to connect to your contact. For instance, there is Email, SMS, Direct Message, Campaigns and Sly Dial. There are updated details displayed at the left side under the basic information.

3. Actions Tab

There are several actions you can do with the contact profile, you can add Notes and Task. You can also Schedule an appointment, send Forms and grant access to Resource Vault.

4. Contact Info

The option to update the contact information

5. Billing Tab also known as the Billing Management
View the Subactions, Activity Summary, Payment Methods, Subscription History, Add Subacriptiona and CRM Membership on this tab. The account balance and scheduled balance are displayed at the left side under the basic information.

6. Sessions Tab
View the sessions related information like Pre-existing Sessions and Lifetime Sessions under Attendance Statistic. The Average Attendance per Week and Average Attendance are also under Attendance Statistic. While Weekly Attendance breakdown the sessions from Last Week, Current Week and Next Week. There is also an option to Make a New Booking in this tab and view the latest sessions booked and some other information.

7. Body Metrics Tab
Your integration with MyZone and InBody are shown on this tab. The client's measurements and statistics are stored and displayed.
​
Tab for MyZone integration.

Tab for InBody integration.

8. Integrations Tab

More integrations with other apps are displayed under this tab like Mindbody, Club Ready and Fit Pro Newsletter.
​

Did this answer your question?