All Collections
Clients Tab
Manage your client lists and client billing.
Create and Edit a Client AccountCreate, edit and manage your clients' information in the Clients tab.
Add a Member to a Client AccountYou can add members to a client account when an Account owner has been created.
Send Activation Request - How to Activate a Client AccountSend an activation request to prompt your clients to create an account so they can shop online.
Manage your Client ListsThe Clients tab provides tools to help you record, target and action the client files you're looking for.
Print Amilia ID CardsCustomize your template and print identification cards.
Send Mass EmailsHow to define audiences, send mass emails and view sent emails.
How to change the account owner
The new way to tackle Contacts
Add a Picture to a Client's Account
Delete or Archive ClientsLearn how to delete a client account from your database.
See when Clients Joined your OrganizationSmartRec lets you see when your client's account was created for your organization.
Print your client's profile
Gender in SmartRec
Access PictureAdd a secondary profile picture to a client's account that only admins from your organization can edit.
Corporate AccountsOffer services to groups that can be invoiced in their company name.
Manage your Client Billing
Make a Purchase on Behalf of a ClientHow to impersonate a client in the store.
Reconciliation in SmartRecReconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.
Saved Credit Cards and eChecksClients (and even admins) can save credit cards and bank information in the Wallet.
Make Payments and Deposits in a Client's AccountIf a payment isn't made in the store, you can add them directly in the client's billing account.
Upcoming PaymentsEdit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.
How to Deposit Post-Dated ChecksDeposit physical, post-dated checks for one or more clients at a time.
Cancel a Purchase and Issue a RefundYou may cancel an invoice and issue a refund in a single transaction.
Refund Without Canceling a PurchaseLearn how to cancel or refund payments without canceling the invoice.
Activity ReplacementThe replacement tool lets admins quickly swap a client's activity for another, or a legacy membership for another.
Refund a client directly on their credit cardIt's quick and easy to refund credit card payments directly onto customers' cards.
Create Mass Invoices or CreditsYou can mass invoice or credit your clients from the Clients tab.
Search by Invoice NumberUse an invoice number to find someone in the Clients tab.