The Details section of the Client Profile in Glofox gives you a complete overview of a client’s personal information, account settings, payment methods, and linked records.
From here, you can view and manage important client data, update contact details, review waivers, and perform key account actions.
Tip: Any fields that are editable can be updated directly within the relevant section and saved immediately.
How to Access the Details Section
- Navigate to Manage > Clients
- Search for and select the client
- Open the Details tab
Section Overview
The Details tab is broken into the following sections:
- Personal Details
- Payment Details
- General Details
- Communications & Consent
- Documents & Waivers
- Insurance
- Actions
- Family Accounts
Each section is explained below.
Personal Details
This section contains the client’s core identifying information.
Typical fields include:
- First and Last Name
- Email Address
- Phone Number
- Date of Birth
- Address
- Emergency contact details
- Tax ID
What You Can Do Here
- Edit contact information
- Update demographic details
- Correct misspelled names or outdated information
Note: Changes to email addresses may affect login credentials if the email is used as the username.
Payment Details
This section displays any payment methods stored on the client’s account.
This may include:
- Saved credit/debit cards
- Default payment method
- Billing-related information
What You Can Do Here
- Add a new card
- Remove a saved payment method
- Set a default payment method
Note: Only authorized staff should update payment information.
General Details
This section contains membership information:
- Join Date – the date the client joined
- Created – from when the client has been a member
- Status – whether they are a current member
- Registration point – from where they registered with the studio
- Lead source – where they first heard about the studio
- Lead entry point – from where they requested studio information
- App version - version of the member app the client has
Please note:
If the Join Date and Created Date are the same, only the Join date will show.
Communications & Consent
This section tracks the client’s communication preferences and consent history.
You may see:
- Email marketing opt-in status
- SMS marketing consent
- Send receipts for all membership related payments – this can be enabled if clients want to receive receipts
What You Can Do Here
- View consent history
- Update communication preferences (where permitted)
Note: Always ensure consent updates comply with your local data protection regulations.
Documents & Waivers
This section stores any signed waivers or uploaded documents linked to the client.
You may see:
- Signed liability waivers
- Membership agreements
- Uploaded documents
- Date signed
- View all historical signed agreements
What You Can Do Here
- View signed documents
- Check waiver status
- Send a request for any unsigned documents
This is especially useful when verifying eligibility before class participation.
Insurance
If your studio tracks client insurance details, they will appear here.
This may include:
- Insurance provider
- Policy number
- Group ID (if applicable)
What You Can Do Here
- Add or update insurance information
Actions
The Actions section allows you to perform key account-level functions.
Common actions include:
Change Password
- Change the client's password that they use to log into the member app
Assign Barcode
Assign or update a barcode linked to the client’s account for:
- Check-ins
- Access control
- POS scanning
Add/Remove Strikes
- If you use the Strike system, you can manually add or remove strikes here.
Family Accounts
The Family Accounts section shows any linked accounts associated with the client.
This may include:
- Child accounts
- Household members
What You Can Do Here
- View linked profiles
- Add family members
- Manage relationships between accounts
Family linking allows for streamlined booking and payment management across related accounts.
Need help? Get in touch with us at support@glofox.com