Clients
Manage client profiles, bookings, notes, and account access all from one place.
Every person who books with you gets a client profile in Arketa. From there, you can see their booking history, manage their account credits and packages, add notes, upload documents, and send waivers — everything in one place.
What you can manage
Client profiles
Add clients, edit their details, manage tags, and set up family sharing.
Notes & documents
Track session notes, check-in observations, waivers, and uploaded documents.
Bookings
View full booking history, create reservations, and manage upcoming sessions.
Account & access
Help clients with login issues, manage credits, and track milestones.
The client list
Go to Customers → Clients to see your full client list. You can:
- Search by name or email
- Filter by tags, or pick a segment to see a saved group of clients
- Create segments (from More → Create segment) for groups you check regularly
- Export a list for reporting or outreach (More → Export clients)
The Last Interaction timestamp shows the most recent time a client booked, was added to the system, signed a waiver, or took any action in your account.
The client profile at a glance
Open an individual client from Customers → Clients to see their full profile. The profile's details show a snapshot of their relationship with your studio, so you get a quick read on client value alongside their booking history, notes, and packages. Pin any detail to Highlights to keep it at the top.
The snapshot covers:
- Total spend — everything this client has paid you, minus refunds
- Reservations — the total number of reservations they've attended, including in-person, live, and on-demand
- Creation date — when their profile was first created
Use it as a fast way to gauge a client's history at a glance, then open the sections below the snapshot for the full detail.
