Members / Clients

Keep each person’s profile, bookings and membership together.

1. 1.

   Open Members and add a member or client. Check their name and contact details before saving.

2. 2.

   Assign the appropriate membership or package and check its dates, credits and service eligibility.

3. 3.

   Review the member’s bookings and outstanding balances from their record.

4. 4.

   Invitations and messages reach real people. Confirm the intended recipient and wording before sending.

Video walkthrough to follow. Use the written steps above for now.

Updated 2026-11-03