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Clients, waivers and health

Find anyone by name, email or phone, and open one record with their bookings, waivers, health, notes and billing.

Who uses it
OwnerManagerStaff

Client records

Client list, search and tags

Find anyone by name, email or phone, save filtered segments you use again, and tag clients into groups. You can email a saved segment in bulk with consent and unsubscribe handled.

  • Studio web
The client list with search results showing names, memberships and last-visit details.

Client profile

One record per client covering bookings and attendance, memberships, waivers, health, programs, nutrition, progress and notes, with sections you can link straight to.

  • Studio web
A client profile overview with contact details, bookings and attendance, memberships and staff notes.

Client notes

Keep running staff notes on a client, including notes on a child filed under their guardian.

  • Studio web

Documents and photo on file

Attach private documents and one photo on file to a client; files stream through authenticated routes only and never sit on a public URL.

  • Studio web

Waivers, forms and health

Waivers

Publish a waiver as scroll-to-sign sections or your own PDF, collect evidence with every signature, send requests for signature by email, and print a signed copy with its verification record.

  • Studio web
  • Member web
  • Phone app
The waivers settings page with the studio's published waiver and its signing rules.

Intake forms

Build your own onboarding forms with public, token, kiosk or signed-in completion, answers that map into health details, and gating at booking or check-in.

  • Studio web
  • Public page
  • Member web
  • Phone app
The forms and intake settings page with the studio's onboarding form and its kiosk toggle.

Health and emergency details

Keep allergies, conditions and emergency contacts per client. Staff see them only when the member has given an explicit per-studio consent — a waiver never grants it.

  • Studio web
  • Member web
  • Phone app

Dependents and household

Parents manage children in their household, book and waitlist for them, and answer their health and photo questions on their behalf.

  • Studio web
  • Member web
  • Phone app
The household section of a client profile showing their dependent child with guardian contact details and photo consent state.

Billing, behaviour and retention

Strikes and booking blocks

Late cancels and no-shows can add strikes automatically under your rules, and you can pause someone's booking with a reason, a member message and an end date.

  • Studio web

Client billing ledger

See every payment, refund, failed charge, open invoice and retail sale on one client, with refunds that respect where the money was taken.

  • Studio web

Retention and at-risk clients

A retention report and at-risk lists show which clients are drifting before they churn, with links straight to their records.

  • Studio web

Account deletion safeguards

When a member deletes their account, their identity is anonymised and your studio's history is kept; owner and staff accounts are refused.

  • Member web
  • Phone app

Bulk email to clients

Email a saved segment from a plain template, with marketing consent respected and a one-click unsubscribe in every send.

  • Studio web

Frequently asked questions

How do waivers work?
Publish a waiver as scroll-to-sign sections or your own PDF, collect evidence with every signature, and send requests for signature by email.
Who can see a client's health details?
Staff see health details only when the member has given an explicit per-studio consent; waivers never grant it.
Can I keep notes on a child?
Yes. Notes on a dependent are filed under their guardian, and every reader of the guardian's notes filters them out.

Run clients, waivers and health with Move Belong

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