Quick answer
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.
Before you begin
The client's reliable email, phone or other identifying detail before creating a manual record.
An authorised staff role and a specific operational reason for opening sensitive profile information.
The related booking, product, form or sale identified before making a correction.
You'll know it worked when
One client profile contains the current contact details and related booking, product and payment history.
Operational notes are factual, necessary and understandable to another authorised teammate.
A cancellation, pause, refund or correction begins from the record it changes.
The client can receive confirmations and secure account access at the intended email address.
Follow along in Junocal
Open the exact product area, then keep this guide beside 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.
Troubleshooting
Start with the symptom that matches what you can see. Check the existing record before repeating a booking, payment or import.
The same client has more than one profile
Check these first
Compare email, phone, bookings, products and payment history before deciding the records belong to one person.
Identify which profile should remain authoritative and which relationships need support-assisted reconciliation.
Next step: Avoid adding new activity to both records. Ask support from the client page when histories or entitlements must be merged safely.
A booking or purchase is missing from the expected profile
Check these first
Search the email and phone used at checkout and inspect possible duplicate profiles.
Check the original sale or booking reference and studio rather than relying only on the activity summary.
Next step: Work from the record that actually owns the transaction and reconcile identity before making financial or entitlement changes.
A client is not receiving account or booking email
Check these first
Confirm the profile email is current and spelled correctly, then review recent message history and opt-out state.
Ask the client to check filtered mail without sending repeated confirmations in quick succession.
Next step: Correct the email when authorised and resend only the necessary message. Use support when the address is right but delivery history shows a failure.
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.