📝 Overview
Issues let you record notes against a customer's profile, such as a medical condition, an allergy, or a general note for your staff. Important issues are flagged where your team will see them, so everyone is aware before a class.
This guide explains how to create an issue, where flagged issues appear, and how to update or resolve them.
💡 Issues are only visible to staff on the business side. Customers never see them.
🛠️ How to Create an Issue
You create an issue from the Issues tab on a customer's profile. Each issue has a type, such as a general note, medical issue, or allergy.
Go to Customers ➜ Customer List and open the customer's profile.
Click the Issues tab.
Click New Issue and select the type you'd like to add.
Enter the issue name, its status, and a note, and click on Create Issue.
Now the issue will be displayed in the Issues section.
📍 Where Flagged Issues Appear
Certain high-importance issues are flagged under the customer's name so your team notices them. This applies to General Notes marked as Important, Medical Issues marked as Chronic or Acute, and Allergies marked as Severe.
Once saved, these flagged issues appear in the following places.
The Customer Profile
Shown under the customer's name on their profile.
The Customer List
Shown against the customer in your Customer List.
The Class Attendee List
Shown next to the customer on a class's attendee list, with a link to the issue.
💡 Each issue type has its own statuses, and each status has an importance that decides whether it's flagged.
A Flag on Profiles status flags the customer on class lists with a link to the issue, while a Normal status keeps the issue on the profile without any special attention.
You can edit these status options under Settings ➜ Customers ➜ Issue types ➜ click the issue type.
✏️ How to Update or Resolve an Issue
You can update an issue, or resolve it once it's no longer relevant, from the same Issues tab. Issues can't be deleted, but resolving one moves it out of the way and removes any flag.
Click the Issues tab ➜ click the issue ➜ click Update Issue ➜ change the status and/or add a note, then save.
⚠️ Once an issue is added, it can't be deleted. Instead, depending on the issue type, you can set its status to Archive, Healed, or Resolved, which moves it from the Open tab to the Resolved tab and removes the priority flag from the profile.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can customers see the issues I add to their profile?
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No. Issues are only visible to staff on the business side. Customers never see them from their end.
Can I delete an issue?
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No. Once an issue is added, it can't be deleted. You can resolve it instead by setting its status to Archive, Healed, or Resolved, which moves it to the Resolved tab and removes the flag from the customer's profile.
Why isn't my issue showing under the customer's name?
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Only high-importance issues are flagged under the customer's name: General Notes marked as Important, Medical Issues marked as Chronic or Acute, and Allergies marked as Severe. Issues with a Normal status stay on the profile without being flagged. You can adjust which statuses flag under Settings ➜ Customers ➜ Issue types.