Help CenterThe client file
Everything you know about a client, organized in tabs.
Written by MomentoNovember 6, 2026
Open a client from Clients or with the search box at the top. At the top you'll see their name and number, and three buttons: New sale, Actions and Tags.
The tabs in the file
| Tab | What you'll find |
|---|---|
| Overview | Active recurring purchases, membership balance and availability |
| Profile | Personal details, billing, notifications and notes |
| Appointments | Upcoming, past and automatic bookings |
| Purchases | Paid sales and sales pending payment |
| In-app payments | Payments made from the app |
| Training programs | Active and past programs |
| Assessments | Measurements and progress |
| Related people | Family members or linked clients |
| Documents | Signed contracts and forms |
| Medical history | Records of each visit |
| Notifications | Messages sent to the client |
| Invoices | Invoices issued |
| Payment methods | Card and IBAN |
