Where to find this: Dashboard → People → Clients → Click any client name
What you’ll accomplish
Learn how to navigate a client’s complete profile, understand what each activity tab shows you, and quickly find the exact information you need about bookings, credits, payments, messages, and more.Opening a client profile
1
Navigate to People → Clients
From your dashboard, click People in the main navigation, then ensure you’re on the Clients tab.
2
Find the client
Use any of these methods:
- Scroll through the list
- Type their name in the Search people bar
- Filter by role (Athletes, Parents, Customers tabs)
- Filter by tag (use the tag sidebar)
3
Click their name
Click anywhere on the client’s row to open their full profile.
You’re in! The profile dashboard opens, showing their complete activity history and user details.
Understanding the profile header
At the top of every client profile, you’ll see key information and quick action buttons:
| Element | What it shows | How to use it |
|---|---|---|
| Profile photo | Client’s avatar or initials | Click to upload/change photo |
| Name | Full name and role badges | Edit in User Details sidebar |
| Last seen | When they last accessed your app | Helps gauge engagement |
| Message button | Opens conversation | Starts or continues chat in Inbox |
| Book button | Manual booking | Quickly book them into a session |
| Delete button | Remove client | Use with caution—cannot be easily undone |
The User Details sidebar
On the right side of every profile, the User Details panel shows editable information: What you can edit here:- Role (dropdown: Athlete, Coach, Admin, Parent, Customer)
- First name
- Last name
- Email (their login credential)
- Phone (for SMS messaging)
- Custom fields (click + Add Field for custom tracking)
Changes save automatically: Click into any field, make your edit, and it saves immediately. No separate “Save” button needed.
The 9 activity tabs explained
The client profile organizes all information into tabs. Each tab answers a specific question about your relationship with this client.
All Activity
The unified timelineEverything in one place: bookings, purchases, program enrollments, form responses. Perfect for getting the complete picture quickly.Click to learn more →
Messages
Conversation historyAll In-App and SMS messages with this client. Send new messages, view attachments, review past conversations.Click to learn more →
Bookings
Session historyUpcoming sessions, past attendance, canceled bookings. Filter by status and time zone.Click to learn more →
Credits
Credit transactionsCurrent balance, purchase history, redemptions, expirations. See Master Credits and product-specific credits separately.Click to learn more →
Products
Purchase historyWhat they’ve bought: one-time products, subscriptions, access codes. Manually add products to their account.Click to learn more →
Transactions
Payment historyAll payments, refunds, and failed charges. Track revenue over 7/30/90 days or all time.Click to learn more →
Subscriptions
Recurring billingActive memberships, canceled subscriptions, trial periods, monthly revenue from this client.Click to learn more →
Family
Parent/child linkingConnect family accounts for youth training. Link parents to athletes for shared visibility.Coming soon
Media
Shared contentMedia that clients have uploaded to CoachIQ. Filter by tag, toggle list/grid view.Click to learn more →
How to use profiles effectively
The client profile is your command center for answering common questions:"When was their last session?"
"When was their last session?"
Go to: Bookings tabFilter by “Past” to see completed sessions in reverse chronological order. The most recent session appears first.Faster shortcut: Check the “All Activity” tab—sessions appear in the unified timeline with timestamps.
"How many credits do they have left?"
"How many credits do they have left?"
Go to: Credits tabLook at the tab badges at the top:
- Logs tab = Complete transaction history
- Master Credits tab = Universal credits (work for any scheduler)
- [Product Name] tabs = Credits from specific packages/subscriptions
"Are they still on the monthly membership?"
"Are they still on the monthly membership?"
Go to: Subscriptions tabCheck the status badge:
- Green “Active” = Currently subscribed and billing normally
- Yellow “Past Due” = Payment failed, needs attention
- Gray “Canceled” = No longer subscribing
"What have they purchased?"
"What have they purchased?"
Go to: Products tabSee everything they’ve ever bought: one-time products, credit packages, subscriptions, access codes. Filter by product type to narrow results.For dollar amounts and payment status, switch to the Transactions tab.
"Did they get my message?"
"Did they get my message?"
Go to: Messages tabView the conversation thread. Toggle between In-App (messages sent through your portal/app) and SMS (text messages) using the tabs.Timestamps show when messages were sent. Look for their replies to confirm they saw your message.
Quick navigation between clients
When reviewing multiple client profiles, use these shortcuts to move quickly:1
Use the back arrow
Click the ← back arrow in the top-left to return to the Clients list without losing your place or filters.
2
Open in new tab
Right-click (or Cmd+Click on Mac) a client name from the Clients list to open their profile in a new browser tab. Great for comparing multiple clients side-by-side.
3
Search from anywhere
Use the global search bar to jump directly to any client by typing their name, even when you’re deep in another section of CoachIQ.
Common questions
Can clients see their own profile like I can?
Can clients see their own profile like I can?
No. Clients see a simplified version through the Athlete Portal (mobile app or web) that shows:
- Their own bookings and schedule
- Their credit balance
- Programs and content you’ve shared with them
- Their subscription status
- Their messages with you
Why don't I see any data in some tabs?
Why don't I see any data in some tabs?
Tabs only populate with data after activity occurs:
- Bookings: Empty until they book or you book them into a session
- Credits: Empty until they purchase a credit package or you manually grant credits
- Products: Empty until they make a purchase
- Transactions: Empty until they complete a payment
- Subscriptions: Empty until they sign up for recurring billing
- Family: Empty until you link family members
- Media: Empty until you assign programs or lessons
Can I export a single client's complete history?
Can I export a single client's complete history?
Not directly from the profile, but you can:
- Bookings: Filter the main Calendar by this client’s name, then export
- Transactions: Use Payments → Transactions, filter by client name, export
- Full profile: Take screenshots of each tab for records (useful for disputes or documentation)
What happens to the profile if I delete the client?
What happens to the profile if I delete the client?
When you delete a client:
- Their profile is removed from the Clients list
- They lose access to your Athlete Portal immediately
- Historical data is preserved in your system for record-keeping
- Past bookings still show in Calendar (marked with deleted client’s name)
- Past transactions remain in payment history
- Messages remain in Inbox
How do I print a client profile?
How do I print a client profile?
To print or save as PDF:
- Open the client profile
- Navigate to the tab you want to print (e.g., Bookings, Transactions)
- Use your browser’s print function (Cmd+P on Mac, Ctrl+P on Windows)
- Select “Save as PDF” as the destination
Related articles
People Overview
Complete guide to People section
Adding Clients
Create and edit client info
Tags & Filters
Organize your client base
Manual Booking
Book clients from their profile
Sending Messages
Message clients individually
Managing Credits
Full credit management guide
You now understand: How to open and navigate client profiles, what each activity tab shows, and where to find specific information about any client’s relationship with your business.