Client account

The client account is where clients can log in to view all their invoices, registrations, schedules, cancel a class (if permitted), reschedule a class, and manage their subscriptions. Everything the client does with your organization is found in this account.

Each invoice/receipt they receive via email contains a link to log into their client account on your Microsite.

Your clients do not need a password. Instead, they enter their email address or mobile phone number to log in. They will receive a login code via email or SMS. They simply need to enter the 6-digit code to access their account.

Once logged in, they will have access to their class schedule, completed forms, and invoices. If they have purchased a Zoom class from you, they will also receive links to join their Zoom meeting.

# Accessing the client account

Go the Microsite tab and select Client Portal. 

Click on the My Account button (a unique link that you can also embed on your website).

# Overview of the client acount

As an administrator, you can select a client and view their acount. Here's what clients can see and manage. 

Registrations and Calendars

- Events Tab: Displays the events the client is registered for, as well as past and upcoming activities.

- Calendar: View classes and events by day, week, or month. Includes classes for different family members.

Forms and Reservations

• Forms: Displays all forms completed by the client, with access to PDFs of the registrations.

Reservations: Shows past and current reservations (e.g., room bookings).

Invoices and Subscriptions

• Invoices: Displays all invoices, allows for online payment (integrated with Stripe), and enables invoice downloads.

Subscriptions: Displays active subscriptions, including the activation date and expiration date. This includes monthly subscriptions, memberships, and federations.

# Edit Information

Modify credit card information:

The customer can perform this operation themselves by going to the "Invoices" tab and selecting the "Credit Card on file" option.