Introduction
Anywhere you see a client's name in SalesRevv, you can click it to open their full client profile. It's your one-stop shop for everything about that client.
The Profile Sidebar
The left-hand side shows the same client information you see in the Inbox. You can reorder or collapse sections to fit how you work. For example, move Member Health to the top so it's the first thing you see.
Activity
The Activity tab is where you reach out and take action: text, email, log a phone call or log a visit.
Notes
Best practice: Have your team log all client notes in the client's SalesRevv profile, no matter which booking system you use. There are two reasons:
Your team works from SalesRevv, so notes are easier to find here.
You can share notes with your AI Assistant, which improves the client experience and makes Hailee more helpful.
To add a note:
Click Add Note in the upper-right corner.
Write the note and add your initials. For example: Interested in morning classes and has no previous injuries.
Choose Pin to Top if everyone should see it first.
Mark the note Visible to AI so Hailee can use it.
Click Save.
You can edit a note anytime, including turning off AI visibility, or delete it.
Pipelines
The Pipelines tab shows the client's full pipeline journey from start to finish: how they entered SalesRevv, which pipelines they've been in, and when they completed or left each one. You can use View Settings, Export, Filters and Sort here too.
Why Not
Wondering why a client isn't in a pipeline, or didn't fall into one you expected? Click Why Not in the upper-right corner. You'll get a detailed breakdown of the pipeline's entry and exit conditions and why the client doesn't qualify.
Tasks
The Tasks tab shows every task created and completed for this client.
Scroll right to see all of each task's details.
Hover over a task to see its template.
Mark tasks complete right from this view.
Create a task for this client, such as a reminder to follow up while you're working with them.
Learn more: 📘 SalesRevv Training: Tasks Overview
Billing
See the client's billing information and full transaction history, along with the date that history starts.
Bookings
See the client's upcoming and previous bookings, and how far back their booking history goes.
Forms
If you use forms in SalesRevv, you'll see a full list of the forms this client has completed.
Linked Accounts
For multi-unit businesses, see the client's linked accounts across all of your locations.
Downloading a Client Record
To export everything about a client, click the download option in the upper-right corner to download their full record.