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👤 Clients

Your client ledger: spend, bookings, active bundles and subscriptions, internal notes, and admin bookings created straight from a profile.

Written by Bojan Dosljak

Who this is for: studio operators (admin panel) · Product: Podyx V2

The Clients tab is the ledger of everyone with an account at your studio. As soon as someone creates an account they appear here automatically, and their whole history builds up behind them. It is the closest thing Podyx has to a CRM, and it is getting deeper over time.

🎥 Watch the walkthrough

🔧 Where to find it

Admin Panel → Clients

✉️ Invite someone who has not registered

If a client has not signed up yet, invite them straight from this tab with their email address. They receive an activation email, and once they activate they appear in your ledger and can be added to bookings and bundles.

👤 What a client profile holds

  • Total spent and number of bookings

  • Active bundles and active subscriptions

  • Core details such as name, phone number and status

  • Filters across their bookings, purchases and bundle subscriptions

💡 Total spent plus active bundles tells you instantly whether the person messaging you is a first-timer or your best customer. Worth a glance before you reply.

➕ Act from the profile

You can create admin bookings and admin bundles directly from a client's profile, which is the fastest route when someone calls or when you have negotiated a custom package with them.

📝 Internal notes

Add notes to any profile: personal preferences, what their show is about, scheduling quirks, anything your team should remember. These are internal, and they are the difference between a client feeling recognized and feeling processed.

Client and guest information also feeds the AI briefing you configure in settings, so the context you capture here comes back to you as a pre-session summary.

🧠 Why it matters

  • You know who you are talking to before you answer.

  • Your best clients become visible, so you can look after them deliberately.

  • Context survives your memory, which matters most when the studio gets busy.

✅ Summary

Clients is your ledger and your memory. Invite people who have not registered, check spend and active packages before you reply, create admin bookings and bundles from the profile, and keep notes on anything worth remembering next time.

Related: Guests · Sessions · Purchases · Credits

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