The Contact Profile gives you easier access with different tabs for you to manage your contacts efficiently and effectively.
The basic information, 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 actions. The shortcut buttons, from left to right, are:
Create a Task
Send Email
Send SMS
Call
Create a Note
F.O.R.D.
Billing
Emergency Contact
There are 7 tabs on the Contact Profile.
1. Activity Tab, also known as the Activity Feed
The Activity tab displays all the Communications and billing-related actions in real time. Click the Activity drop-down arrow to filter the activity you would like to see. You can also search using a keyword in the search bar.
2. Communications Tab
There are different options for communicating with your contact. For instance, there are Email, SMS, Direct Message, Campaigns, and Sly Dial.
3. Actions Tab
There are several actions you can take with the contact profile; you can add Notes and tasks. You can also schedule an appointment, send Forms, and grant access to Resource Vault and Document Library
4. Contact Info
The option to update the contact information, the status of the Booking App, the contact's Media, and Assets. You will also see the FORD and Digital Documents.
5. Billing Tab, also known as Billing Management
View the Subactions, Activity Summary, Payment Methods, Subscription History, Add Subscription, and CRM Membership on this tab. The account balance and scheduled balance are displayed on the left side under the basic information.
6. Sessions Tab
View the session-related information, like Pre-existing Sessions and Lifetime sessions, under Attendance Statistics. The Average Attendance per Week and Average Attendance are also under Attendance Statistics. Weekly Attendance breaks down 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 is shown on this tab. The client's measurements and statistics are stored and displayed.
