Coaches
Client profile (admin)
The admin client profile centralizes all tracking for a client: sessions, programs, finances, and contact. It's the most complete screen — prefer it for desk work.
Access: Joolweb Sessions Pro → Customers → click a client
Admin URL: admin.php?page=joolwebsp-add-client&client_id={id}
Profile header
Displays:
- Name, email, phone
- Next session (if scheduled)
- Quick actions: New bundle, contact access
Overview tab
KPIs (cards)
Summary indicators: upcoming sessions, pending payment, etc. (based on client data).
Coach notes
- Private text area (not visible to the client)
- AJAX save (saves without reloading the page)
- Internal notes: goals, constraints, follow-up
Sessions in cards
Two paginated lists:
| List | Criteria |
|---|---|
| Upcoming | Date ≥ now and status ≠ completed / cancelled |
| Past | Past date or status completed / cancelled |
On each card:
- Date, time, session and payment status (editable)
- Link to admin session editing
- Status change actions
After cancellation, the session moves to the Past list.
Account email log
Below the notes: history of client account emails (welcome, login reset) merged with session logs — single timeline.
Actions: resend login details / reset (without displaying the password).
Programs tab
- List of active and completed bundles
- New bundle button → 3-step modal wizard
- Link to bundle detail (
joolwebsp-forfait)
See Programs and templates.
Finances tab
- KPIs: total billed, pending, paid, number of billable sessions
- Chart (donut): payment status breakdown
- Card list: each billable session with editable payment badge
- Filters on the list
Synced with the Overview tab (pending amounts).
Detail: Finances and manual payments.
Contact tab
- Edit form: first name, last name, email, phone
- Save / Save and send login details buttons
Create a session from the profile
From Overview or shortcuts: New session pre-fills the client.
Front client profile (/customer/{id}/)
Mobile complement with Summary, Sessions, Finance, Physical tabs (measurements — if enabled in Settings).
Admin remains the source for bundles, wizard, and detailed finances.
See Coach field area.
See also
- Add and manage clients
- Programs and templates
- Emails and notifications