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Client Portal

Using Client Identity and QR Verification

Understand how client identity, headshots, packages, memberships, and future QR check-in workflows work together.

Overview

Client identity tools help staff verify the correct client before handling check-in, package balances, membership status, or account activity.

A client identity page or QR identity workflow can show important client details in one place.

What staff may see

Depending on setup, staff may see:

  • Client name
  • Client photo or initials
  • Membership status
  • Active package balances
  • Upcoming lessons or eligible check-ins
  • Account or balance notes

Why photos help

A clear client photo helps front desk staff and instructors confirm they are working with the right person, especially when clients have similar names.

Future QR check-in use

Client identity and QR verification are part of the foundation for faster check-ins for lessons, group classes, memberships, and events.

Best practice

Add client photos when possible and keep package and membership records current. Accurate records make QR verification more useful when check-in workflows expand.