Client Account(s) 🏫
Before describing how the client account is structured in our system, we need to define the terminology.
Client – is a person (adult or child) who attends classes (receives a service). You or your children can be enrolled in different classes simultaneously. That is, several members of your family can be clients of the same company at the same time. Such a person is called a client in the system.
Client Account – a space in the system that contains all information about the client.
User – is a representative of your family who has registered in the system and can access the user profile and data of linked clients. One user can link all clients from their family to their profile.
To gain access to the client account, you need to:
- Be a client of the company (sign up for classes by phone or other means).
- Register a system user (go through online registration like in most web applications) or be an employee of the service provider company.
Registration
User registration is done standardly via email. You can get access to registration using the client's phone number, see the image below. If you are not a client, you will not be able to register.
After confirming the correctness of the phone number and that you are human, you will see the next screen where you need to enter the email address to which the confirmation letter will be sent.
💡 Important! Despite the apparent simplicity, in our experience, this moment is subject to the largest number of human errors. People copy, write addresses with mistakes, confuse emails from different mail providers, underscores with hyphens, and confirmation letters may not reach them. After that, go to your email, follow the link, and enter your password.
Registration is complete 🔥.
Linking Clients to Your User Profile in the System
Log in to the application using your email address as the login and the password you specified during registration. You will enter the user account where you can enter your data and link clients to your profile.
To link clients to your user profile, you need to go to the my clients tab, click the add client button, and fill out the proposed form. The client will be linked to your profile and will now always appear in your clients list.
💡 Important! If you are a client of the company, enter the data provided during registration, but receive an error, contact the service provider administrator and clarify whether your data (phone number, date of birth, and last name) has been correctly added to the system by the administrator.
By clicking on the client's card, you get detailed information about the client: profile, programs the client attends, financial documents: invoices and payments, added make-up sessions, certificates, and transfers between groups.
Information available to clients is open 24/7, should be accurate, and is intended for information and data verification without administrator involvement.
A client can independently check which invoices have been issued to them, how many and when they attended classes, and how much and when they paid.
