Active Clients

Active Clients is the member-focused People view. Use it to serve current paying members, confirm access, review subscriptions, and open profile actions without mixing in cold prospects.

What this page is for

Active Clients is the member-focused People view. Use it to serve current paying members, confirm access, review subscriptions, and open profile actions without mixing in cold prospects.

Who should use it

Front desk, trainers, managers, finance

Where to find it

/client-management/active-clients

Before you start

Search by phone, client ID, or exact name before changing subscriptions, bookings, or payment state.
Confirm active membership, expiry, unpaid invoices, freeze state, PT/session balance, and upcoming bookings before allowing service.
Use profile Subscriptions for lifecycle actions; use Transactions for invoices/payments; use Booking for check-ins, classes, PT, and trial history.
If a member is active but cannot access service, check subscription status, freeze dates, unpaid balance, booking eligibility, and access-device events before editing master data.

Daily workflow

Front desk opens Active Clients when a current member walks in or calls.
Open the member profile, confirm current plan and dues, then perform the needed action: check-in, invoice download, payment link, PT booking, class booking, freeze, transfer, or upgrade.
For trainer handoff, check medical history, pinned notes, PT balance, and today bookings before the session.

Watch out

Do not create a new person because a member is missing from this filter. Search All People first; the member may be expired, frozen, irregular, or under a different lifecycle state.

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