The short version
Search before creating a client, keep contact details and useful operational notes on one profile, and open the related booking, membership, pack or sale before changing it.
Find or create the right record
- 1
Open Clients and search by email, name or phone before adding anyone manually.
- 2
Open the existing profile when the contact details identify the same person.
- 3
Create a new client only when no matching record exists.
- 4
Use a working email address when the client needs confirmations or secure account access.
Read the history in context
Bookings show the sessions the client reserved and their current state.
Memberships and packs show ongoing or prepaid booking entitlement.
Payments and sales show the financial record associated with purchases.
Forms and notes provide operational context that authorised staff may need.
Recent activity helps explain what changed and when.
Answers before you get stuck
How do I avoid duplicate client profiles?
Search by email, name and phone before creating a manual client, especially when handling a walk-in or phone booking.
Where should I start a client refund or cancellation?
Open the related booking or original sale from the client profile so Junocal can show the correct record and outcome before confirmation.
Did this guide solve the problem?
Make the change, or ask with your account attached
Open the relevant Junocal screen now. If your question depends on a particular client, payment or class, Juno can send it to the support inbox with the page and studio context included.