Search, edit, and remove clients

Find clients in your list, update their profile details, or remove them from your account.

Search for a client

Go to Customers → Clients
Type their name or email in the search bar
Click their name to open the profile

[IMAGE TODO] Take a screenshot showing the Clients list with a name typed into the search bar and matching results displayed below.

You can also filter the client list by tags, lifecycle stage, last visit date, active memberships, and more. Save frequently-used filtered views with Client View to access them quickly.

Edit a client profile

Open the client's profile
Click the three dots below their profile picture
Select Edit Client
Update any fields and save

[IMAGE TODO] Take a screenshot showing a client profile with the three-dot menu expanded, displaying the "Edit Client" option. The profile header area with the client's name and profile picture should be visible.

You can edit:

Name, email, phone number
Birthday
Address
Tags
Emergency contact
Original milestone count (how many classes they took before joining Arketa)

Remove a client

To remove a client from your account:

Open the client's profile
Click the three dots → Delete Client (or Archive, if available)

Removing a client is permanent and can't be undone. Their booking history and payment records may be retained for accounting purposes, but the profile will no longer appear in your client list. If you want to keep the profile but prevent future bookings, consider adding a tag to flag the account instead.

Blocking a client from booking

There's no explicit "block" feature, but you can:

Remove the client from your list
Use booking requirements on specific classes (tag-based restrictions) to prevent certain clients from self-booking
Note their profile and monitor manually

Contact support if you need help with a specific situation.