New Clients and Memberships Page | Trybe Knowledge Base

Client Page

The Client tab is where you'll be able to manage and see all your client profiles - on this page you'll be able to:

Export email address for clients who have opted in for marketing
Store personal notes about the client
Find contact details
Sign a client up for Membership
Manage your members membership status and payments
And more … Continue to read the guide to find out what else you can do
The client list does not show in alphabetical order.
The behaviour and arrangement of the client list is that the last edited client profile will be at the end of the list.
This doesn't include operational edits like adding orders to a clients profile.
But making administrative changes like adding labels, changing customer details, and updating marketing preferences will push them from their place to the bottom end of the list.

To access this select the 'Clients' tab on the left hand side, and a list of your clients will appear. You can click between the pages to see more results.

The list will show the client name, email and any client labels that are attached to this client.

You will then be able to filter your search, use the search by bar, export the list of clients into excel, add new clients and manage your clients through this page.

Click through the steps below to see each feature.

Select 'MEMBERSHIPS PAGE' to go straight to a guide on this.