Client management

Add the person now. Complete the relationship from there.

Add clients directly from the dashboard — useful for walk-ins or migrating from another system.

  • 1,284clients
  • 642active 30 days
  • Today 71check-ins
Manual client addition workspace A screenshot-style vector illustration based on the connected Clovo clients workflow for Manual client addition. Clovo Manual client addition Member relationships Current studio CLIENTS 1,284 ACTIVE 30 DAYS 642 CHECK-INS Today 71 All clientsSegmentsExports Search clients, tags or membership ARAisha RahmanStudio UnlimitedActiveTue 6:15amJLJordan LeeEight Class PackActiveThu 5:45pmSWSam WilliamsCasual visitorReviewNothing booked

Illustrative studio data shown

A multicultural Pilates class arriving and preparing around reformers

A profile should reveal the person

Keep the useful context close to every interaction.

Bookings, attendance, payments, plans, notes, tags, and contact details form a much clearer picture when they stay with one client record.

Add clients directly from the dashboard — useful for walk-ins or migrating from another system. The product detail matters because it supports a real member, staff member, and studio moment.

Why it matters

One feature. Three connected outcomes.

Add clients directly from the dashboard — useful for walk-ins or migrating from another system. Clovo keeps the surrounding context available before, during, and after the action.

For members

  • A shorter pathThe intended action stays clear and close to the live studio experience.
  • One accountWhere members are involved, the result stays attached to their existing Clovo relationship.

For studio teams

  • Current contextStaff see the feature beside the client, class, payment, plan, product, or task it affects.
  • Clear controlThe studio keeps the relevant setup and operational decision inside Clovo.

For the record

  • Useful historyThe outcome remains available for service, reporting, or follow-up.
  • Less reconciliationConnected records reduce duplicate entry and side-channel admin.

One client, one connected history

See the relationship without stitching records together.

The current client view brings operational details and history together so staff can understand the person before acting. Add clients directly from the dashboard — useful for walk-ins or migrating from another system.

  • Start from the current Clovo studio record.
  • Show the status and context staff need to decide.
  • Keep the member-facing result in sync where relevant.
  • Preserve the outcome as part of the useful history.
Manual client addition detail screen A screenshot-style vector illustration based on the connected Clovo clients workflow for Manual client addition. Clovo Manual client addition Connected feature detail Current studio Current setupSave changes Contact and profileProfile completeMembership statusActiveConsent and notesCurrentEdit Live context Manual client addition ClientAisha Rahman MembershipActive Studio recordCurrent Exact controls stay beside the class, client, payment, plan or message they affect

Illustrative product detail shown

Manual client addition activity history A screenshot-style vector illustration based on the connected Clovo clients workflow for Manual client addition. Clovo Activity & history Manual client addition · current studio Current studio Search activityAll activity ClientMembershipNext booking 1Profile updatedAisha RahmanCurrent2Visit recordedJordan LeeRecorded3Note addedSam WilliamsSaved Useful history stays available for the next staff action

Illustrative studio activity shown

Useful at the front desk

Make the next conversation better informed.

The studio can work from current context while still controlling export, archive, deletion, waiver, and privacy-sensitive actions.

  • See the latest action and current state.
  • Understand who or what the action belongs to.
  • Give the next staff member a useful handover.
  • Use the history for service, reporting, or follow-up.

Feature by feature

What manual client addition connects.

The exact controls reflect the studio configuration, member context, and staff permissions involved.

01What it handlesManual client addition

Add clients directly from the dashboard — useful for walk-ins or migrating from another system.

  • Current feature state
  • Relevant studio context
  • Connected operational record
02Where it appearsWhere it appears

The capability appears in the relevant clients workflow, with the surrounding Clovo record close by.

  • Dashboard or staff surface
  • Member surface where relevant
  • Live studio information
03What staff controlWhat staff control

The studio retains the configuration, audience, timing, eligibility, or operational decision that applies to the feature.

  • Studio-owned settings
  • Permission-aware actions
  • Visible current status
04What stays connectedWhat stays connected

Clovo preserves the useful relationship between the action and the client, class, payment, plan, message, product, or studio event behind it.

  • One source of truth
  • Useful activity history
  • Context for the next action

Designed for everyday studio work

Start with the action. Keep the context.

Manual client addition works as part of Clovo’s connected booking, payments, member experience, and studio operations platform.

01

Use live records

Begin with the current client, class, plan, payment, product, message, or studio state.

02

Apply studio rules

Respect the configuration, eligibility, timing, and permissions that apply.

03

Show the status

Make the current result understandable without reconstructing a separate workflow.

04

Update connected views

Keep staff and member surfaces aligned where the feature appears in both.

05

Preserve the outcome

Retain useful history for the next service, operational, reporting, or follow-up moment.

06

Stay in one platform

Reduce duplicated data, disconnected tools, and manual reconciliation around the action.

Common questions

Manual client addition, without another admin project.

What does manual client addition do in Clovo?

Add clients directly from the dashboard — useful for walk-ins or migrating from another system.

Where does manual client addition appear?

It appears in the relevant Clovo studio workflow and stays connected to the member, class, plan, payment, message, product, or operational record involved.

Can studio staff control manual client addition?

Yes. The available controls sit inside the studio’s Clovo workspace and reflect the current configuration and staff permissions.

Does manual client addition work with the rest of Clovo?

Yes. The result remains part of the same connected platform, so staff do not need to reconcile a separate tool or duplicate the surrounding studio data.

The whole workflow is included

Put manual client addition to work.

Clovo brings booking, payments, member experience, and studio operations together in one platform built for boutique fitness.

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