Irregular Clients

Irregular Clients highlights members whose visit or service pattern needs attention, such as low attendance, missed PT sessions, overdue tasks, or inconsistent check-ins.

What this page is for

Irregular Clients highlights members whose visit or service pattern needs attention, such as low attendance, missed PT sessions, overdue tasks, or inconsistent check-ins.

Who should use it

Retention, front desk, manager, trainers

Where to find it

/client-management/irregular-clients

Before you start

Treat the list as a retention queue, not a punishment list.
Review last visit, membership status, unpaid invoices, PT balance, task history, and notes before contacting the member.
Create a specific follow-up task with action type and due time instead of leaving informal reminders.
If the issue is billing or access-device related, resolve the underlying payment/access state before contacting the member about attendance.

Daily workflow

Manager reviews irregular clients weekly and assigns retention follow-up to sales, front desk, or trainer.
Open profile, check recent activity and notes, then call/message with context such as missed sessions, paused routine, or renewal risk.
Log the outcome and next task so retention reporting stays accurate.

Watch out

Do not promise freeze, refund, or extension from this list. Use the proper freeze/cancellation/upgrade/payment workflow with permission and audit.

Use the left menu to open related pages in Bookings and Schedule.
Use Ask Docs for questions that are already covered in this public documentation.