> For the complete documentation index, see [llms.txt](https://btwb.gitbook.io/btwb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://btwb.gitbook.io/btwb/admin/clients/the-client-detail-page.md). # The Client Detail Page This article tours the client detail page — the single place to see and manage everything about one client: their info, memberships, payments, attendance, and documents. ### Overview Open any client from the Clients page (row menu → **View client**) to reach their detail page. It's the hub for individual client work — each section below is live and actionable, not just a display. ![Touring a client's detail page](https://283006627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZrefv5JliAQavbeRiIvd%2Fuploads%2Fgit-blob-311a4f272e6886f9fb887c0367f6012f156c79e9%2Fclient-detail.gif?alt=media) *** ### The Sections, Top to Bottom * **Header** — name, status badge, **Member Since** date (or **Created** date for clients who haven't started a plan yet), and their account **Credit** balance (click to adjust; see [Account Credit](#account-credit)). **Edit** opens the client's personal info: contact, address, birthdate, emergency contact, plus two fields for clients migrated from another system: **Total Class Attendance Offset** (adds classes attended elsewhere; the **Adjusted Total** shows the result) and **Member Since** (their original join date). * **Notes** — staff-only notes on the client, such as injuries, goals, or preferences (markdown supported). Any staff member who can open the client can read them. Only a note's author can edit it; the author or an admin can delete it. **View All** opens every note for this client. * **Membership Plan History** — every plan they've held, with **Active/Inactive** tabs, payment method, latest and next charge. The **⋯ menu** on each subscription holds the lifecycle actions (cancel, pause, update price — see [Managing a Client's Membership](/btwb/admin/clients/managing-a-clients-membership.md)), and **Add Membership Plan** jumps into the sell flow. * **Attendance History** — the 5 most recent classes or appointments (switch with the **Classes / Appointments** toggle) and a **Total Attendance** count of check-ins, including any attendance offset (hover the info icon for the class/appointment split). **View All** opens the [Attendance log](/btwb/admin/scheduling/the-attendance-log.md) pre-filtered to this client. * **Payment Methods** — cards and bank accounts on file, with the default marked. **Add Payment Method** opens a menu: **Add Manually** to enter one yourself, or **Share Link** to email the client a temporary link to add it themselves (or copy the link to send it another way). A method added through the link becomes their new default. * **Payment History** — the 8 most recent payments with the same actions as [the Payments page](/btwb/admin/memberships-and-billing/the-payments-page.md): download the invoice or receipt, **Send receipt**, **Refund payment**, **Retry charge**, **Pay invoice**, and **Void invoice** (see [How to Void an Invoice](/btwb/admin/memberships-and-billing/sell-membership-products/how-to-void-an-invoice-in-btwb.md)). Each amount is what the client paid by card, bank, cash, or check. If account credit covered part of it, hover over the icon next to the amount to see how much (see [Account Credit](#account-credit)). **View All** opens the Payments page filtered to this client. * **Documents** — each waiver's status (**Unsigned / Signed / Voided**) with per-document actions: **Request Again** (re-email the signing link), **Sign Document** (in person, on the spot), **Download PDF** (signed), or **Void**. **Request Document** sends any of your documents to this client. *** ### Account Credit Account credit is money a client can spend at your gym. BTWB takes it off their next purchase automatically. The **Credit** chip in the client's header shows their balance, such as **Credit: $20.00**. #### Adding or Subtracting Credit 1. Click the **Credit** chip to open **Adjust Account Credit**. 2. On the **Adjust** tab, choose **Add** or **Subtract**. 3. Enter the **Amount**. 4. Enter a **Reason**, such as *"Comp for missed class"*. The reason is saved in the client's adjustment history. 5. Check the **New balance**, then click **Apply**. You can't subtract more than the client's current balance. Owners, admins, and staff with the Clients permission can adjust credit. #### Credit History The **History** tab lists the client's recent adjustments: whether credit was added or subtracted, the amount, who made the change, the date, and the reason. It lists adjustments only. Credit used on a purchase shows in **Payment History** instead (see below). #### How Credit Gets Used * **It applies automatically.** When the client buys a membership, through **Sell Membership** or Self Checkout, or a product through **Sell Products**, their credit comes off the charge. There's no option to skip it. * **You'll see it at checkout.** A membership's price shows *"after $20.00 account credit"*, for example, and a product sale shows an **Account Credit** line above the **Total**. * **You'll see it in Payment History.** A payment's amount is what was paid after credit, and an icon next to it shows the credit used. A purchase that credit paid in full shows **Account Credit** as its payment method. Most payments from before October 28, 2026 still show the full price, with no icon. * **You'll see it in the export.** The Payments page's **Export** has an **Account Credit** column, and its **Amount** column is what was paid after credit. * **It covers up to the whole charge.** Any credit left over stays on the balance for next time. * **On recurring memberships**, credit comes off the first charge, and any credit left over comes off later renewals on its own. The **Next Charge** column shows the amount after credit. * **A payment method is still needed for memberships**, even when credit covers the first charge, so future charges can go through. A product sale that credit covers in full needs no payment method. > 💡 **Tip:** Refunds go back to the original payment method, not to account credit, and credit used on a purchase isn't returned when you refund it. To give a client credit instead of a refund, add it here. Note that **Credit** in the **Sell Products** payment method list means a credit card, and appointment credits are separate from account credit. *** ### Notes for Admins and Coaches * Only **connected** clients (who accepted their invite or were added directly) have a detail page — Pending and Declined clients don't, which is why their row menu lacks the option. * The status badge updates automatically from the client's subscriptions; everything you do here (selling, canceling, pausing) is reflected immediately. * If several family members share one payment card, a people icon appears next to the **Payment Methods** heading. Hover over it to see which clients share those payment methods. * An archived client's page shows a *"This client is archived."* banner with a link to restore them (see [Archiving & Restoring Clients](/btwb/admin/clients/archiving-and-restoring-clients.md)). --- # Agent Instructions This documentation is published with GitBook. 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