The Clients section gives you a full view of everyone who has booked with your studio — their contact details, booking history, assigned products, and notes.Documentation Index
Fetch the complete documentation index at: https://docs.book2befit.com/llms.txt
Use this file to discover all available pages before exploring further.
Adding a client
There are two ways to get a client into your system:- Invite by email
- Client self-registers
Go to Clients and click + Add Client. Enter the client’s email address. They’ll receive an invitation email with a link to create their account on your public booking page.
Client profile
Each client profile shows:- Contact details — name, email, phone
- Booking history — all past and upcoming sessions
- Products — any memberships or packages assigned to them
- Notes — internal notes visible only to your team
Assigning a product
From a client’s profile, click Assign Product. Select a product and pricing tier. This is used for memberships, class packs, or recurring subscriptions.Products and memberships require the Growth plan or above. See Plan Tiers.
Merging duplicates
If a client appears twice (e.g. they used two different email addresses), you can merge them into a single profile.Filtering and export
Filter your client list by status (Active · Inactive) or search by name or email. Use Export CSV to download the full list.Roles and access
| Action | Owner | Admin | Coach |
|---|---|---|---|
| View clients | ✓ | ✓ | ✓ |
| Add / invite client | ✓ | ✓ | — |
| Edit profile & notes | ✓ | ✓ | — |
| Merge duplicates | ✓ | ✓ | — |
| Assign products | ✓ | ✓ | — |
| Export CSV | ✓ | ✓ | — |
Can a client update their own details?
Can a client update their own details?
Yes — clients can update their name, email, and password from their account page at
app.book2befit.com/[slug]/account.How do I remove a client?
How do I remove a client?
Client records are retained for billing and history purposes. You can mark them as inactive, which removes them from active lists without deleting their data.