Client Management
11 articles
Add a client to your studio manually
Create a client profile from the dashboard, record the required consent dates, confirm the email address, and understand which emails the client receives straight away.
Answer questions about your clients with Client Insights
Explore attendance, memberships and spending to answer questions about your clients, then save or export the results.
· Reporting
Archive a client without deleting their history
Archive a client to hide them from day-to-day lists and stop them signing in, while keeping their record so you can bring them back later.
Deleting a client from your studio
Schedule a client for permanent deletion, cancel it while the grace period is still running, and understand when immediate deletion is available.
Export your client data
Download your client list from Clovo Dashboard as a CSV, choosing which client groups to include and knowing which columns the file carries before you take it anywhere else.
Give your clients branded support
Every Clovo studio has a member-facing help centre, live right now, with no setup required. It sits on your landing page, it’s written in your studio’s voice, and it wears your branding.
· Communication · Landing Pages
Let clients book for children, family members, and friends
Allow clients to add profiles for the people they book for, then manage those profiles and their class bookings from one account.
· Bookings
Organise client profiles with tags
Create colour-coded tags for your studio, apply them to client profiles, and filter your client list by the tags that matter.
Record client progress with Progress Notes
Keep private notes on a client profile, use shared templates, review earlier versions and export a note as a PDF.
· Client Records
Send a client a password reset
If your clients are having trouble accessing their accounts, you can help them reset their passwords directly from Clovo Dashboard. This is quicker than asking the client to navigate the password reset process on their own.
Track attendance by checking-in clients on your phone or desktop
Check clients in to record who attended a class in addition to who booked.
· Clovo App