Clients Tab

Create and Edit a Client Account

Create, edit and manage your clients' information in the Clients tab.

Written by Samantha Postlethwaite
Updated this week

Add a Member to a Client Account

You can add members to a client account when an Account owner has been created.

Written by Samantha Postlethwaite
Updated over a week ago

Activate a Client Account

Send an activation request to your clients' email addresses so they can register online.

Written by Samantha Postlethwaite
Updated this week

Manage your Client Lists

The Clients tab provides tools to help you record, target and action the client files you're looking for.

Written by Samantha Postlethwaite
Updated over a week ago

Print Amilia ID Cards

Customize your template and print identification cards.

Written by Samantha Postlethwaite
Updated this week

Send Mass Emails

How to define audiences, send mass emails and view sent emails.

Written by Pallavi Borkar
Updated this week

How to change the account owner

Written by Samantha Postlethwaite
Updated over a week ago

The new way to tackle Contacts

Written by Samantha Postlethwaite
Updated over a week ago

Add a Picture to a Client's Account

Written by Samantha Postlethwaite
Updated yesterday

Delete or Archive Clients

Learn how to delete a client account from your database.

Written by Samantha Postlethwaite
Updated over a week ago

Gender in SmartRec

Written by Samantha Postlethwaite
Updated over a week ago

See when Clients Joined your Organization

SmartRec lets you see when your client's account was created for your organization.

Written by Samantha Postlethwaite
Updated this week

Print your client's profile

Written by Samantha Postlethwaite
Updated this week

Manage your Client's Billing

Written by Samantha Postlethwaite
Updated this week

Make a Purchase on Behalf of a Client

How to impersonate a client in the store.

Written by Samantha Postlethwaite
Updated this week

Reconciliation in SmartRec

Reconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.

Written by Samantha Postlethwaite
Updated over a week ago

Saved Credit Cards and eChecks

Clients (and even admins) can save credit cards and bank information in the Wallet.

Written by Samantha Postlethwaite
Updated this week

Make Payments and Deposits in a Client's Account

If a payment isn't made in the store, you can add them directly in the client's billing account.

Written by Samantha Postlethwaite
Updated this week

Upcoming Payments

Edit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.

Written by Samantha Postlethwaite
Updated over a week ago

How to Deposit Post-Dated Checks

Deposit physical, post-dated checks for one or more clients at a time.

Written by Samantha Postlethwaite
Updated over a week ago

Cancel a Purchase and Issue a Refund

It's easy to cancel a purchase and issue a refund in a single transaction.

Written by Samantha Postlethwaite
Updated over a week ago

Cancel / Refund a Payment (Without Canceling a Purchase)

Learn how to cancel or refund payments without canceling the invoice.

Written by Samantha Postlethwaite
Updated this week

Activity or Membership Replacement

The replacement tool lets admins quickly swap a client's activity for another, or a membership for another.

Written by Samantha Postlethwaite
Updated this week

Refund a client directly on their credit card

Written by Samantha Postlethwaite
Updated over a week ago

Create Mass Invoices or Credits

You can mass invoice or credit your clients from the Clients tab.

Written by Samantha Postlethwaite
Updated over a week ago

Search by Invoice Number

Use an invoice number to find someone in the Clients tab.

Written by Samantha Postlethwaite
Updated over a week ago