--- title: Client Profile Page description: Take action on all things related to a client’s account right from their profile. --- [Skip to content](https://dbathubhelp.upperhand.com/client-profile-page#main-content) English Show submenu for translations [Submit a ticket](https://dbathubhelp.upperhand.com/kb-tickets/new?hsLang=en) ![D-BAT-Academy-Logo](https://dbathubhelp.upperhand.com/hs-fs/hubfs/D-BAT-Academy-Logo-4%201.png?width=80&height=69&name=D-BAT-Academy-Logo-4%201.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket](https://dbathubhelp.upperhand.com/kb-tickets/new) - [Go to dbat.com](https://dbat.com/) [Go to dbat.com](https://dbat.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [D-BAT Hub Help Center](https://dbathubhelp.upperhand.com/?hsLang=en) 2. [Contacts](https://dbathubhelp.upperhand.com/contacts?hsLang=en) 3. [Clients](https://dbathubhelp.upperhand.com/contacts?hsLang=en#clients) # Client Profile Page ## Take action on all things related to a client’s account right from their profile. Last updated: April 6, 2026 With the Client Profile Page, you’ll not only save time on simple tasks but improve staff efficiency and empower clients with greater visibility into their account. #### Overview The Client Profile Page provides customers and clients with a clear understanding of all details around a client’s account including schedule, sessions remaining, orders, payment history, membership history, etc. It will show them information regarding outstanding balances (you can pay down the balance right from the client profile), their membership details including when their next payment is due, etc.   #### Client Profile Page - To access a Client's Profile Page, [log in to your account](https://help.upperhand.com/why-can-t-i-log-in-to-upper-hand?hsLang=en) and hover over the navigation bar on the left, click **Contacts**. - Search for the client's name and click on their name to navigate to the their Client Profile Page. - Under the client's name will be the below indicators  - **Check Email Status** - By selecting this a modal will populate and show you which, if any, emails the client has unsubscribed from - **Waiver on file**  - If they have signed the waiver you will be able to select **View Waiver** - If they do not have a signed waiver you will see a **No Waiver on File** indicator - To see **Waiver Acceptance History** view the waiver drawer by selecting on one of the indicators listed above - Select **View Acceptance History** in the drawer ![Screenshot 2026-04-06 at 5.01.07 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202026-04-06%20at%205.01.07%20PM.png?width=670&height=586&name=Screenshot%202026-04-06%20at%205.01.07%20PM.png) - - - Select the **blue cloud icon** to download the historical waiver - ![Screenshot 2026-04-06 at 5.03.00 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202026-04-06%20at%205.03.00%20PM.png?width=670&height=447&name=Screenshot%202026-04-06%20at%205.03.00%20PM.png)  - **Membership Agreement** - If they have a signed agreement you will be able to select **View Membership Agreement** - If the agreement is unsigned/past due you will see **No Membership Agreement on File**If the client is in a membership and you have an agreement implemented in the business settings ([read more here](https://help.upperhand.com/upload-custom-waiver-and-membership-agreement?hsLang=en)) - **The Schedule tab** - This will show Past and Upcoming sessions - **The Orders tab** - Will give you the historical list of orders the profile has placed. ![Screenshot 2026-03-19 at 1.47.25 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202026-03-19%20at%201.47.25%20PM.png?width=670&height=328&name=Screenshot%202026-03-19%20at%201.47.25%20PM.png) - **The Payments tab** - Will show you any credit cards they have saved on file - - Allow you to disable pay later for this specific client  - Note: if disable this client will be required to pay via card/ACH (if applicable) for all registrations - Note: if disabled a red indicator will appear on the client's profile ![Screenshot 2026-03-19 at 1.47.16 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202026-03-19%20at%201.47.16%20PM.png?width=670&height=328&name=Screenshot%202026-03-19%20at%201.47.16%20PM.png) - **Invoices Tab** - Will show a ledger of all invoices sent to a client listing the invoice - Status - Invoiced - Paid - Unpaid - Partial Payment - Invoice Date + Time - Amount - Invoice Number ![Screenshot 2026-03-19 at 1.47.03 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202026-03-19%20at%201.47.03%20PM.png?width=670&height=330&name=Screenshot%202026-03-19%20at%201.47.03%20PM.png) - **Membership Details** - This will show you what membership, the amount they pay, last charge date, renewal date, and any suspension/cancellation information - **Account Information** - - This is listed underneath the membership card (if applicable). You can make changes to this information by clicking the pencil icon. - **Notes** - - These notes are internal only and will be visible via the calendar card - You also have a place to add a pdf document to a client profile pageThe Outstanding Balance box will show any active outstanding balances for that client - **Outstanding Balance**  - This will show any active outstanding balances for that client. ![Screenshot 2025-01-30 at 8.55.36 AM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202025-01-30%20at%208.55.36%20AM.png?width=670&height=565&name=Screenshot%202025-01-30%20at%208.55.36%20AM.png) - **Sessions** - This will show you current remaining sessions the client has available to schedule - **Note:** If you need to manually adjust the session number, click View All inside the box and Edit inside the credit grant box associated with the credits. Clients *will not* be notified of the credit adjustment. - **Account Credit** - View/edit/add account credit to your client's account for them to use at checkout ![Screenshot 2025-01-30 at 8.57.19 AM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202025-01-30%20at%208.57.19%20AM.png?width=670&height=484&name=Screenshot%202025-01-30%20at%208.57.19%20AM.png)   - [Getting Started](https://dbathubhelp.upperhand.com/getting-started?hsLang=en) - [Feature & Bug Updates](https://dbathubhelp.upperhand.com/feature-bug-updates?hsLang=en) - [Account Setup](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#main-content) - [Account Settings](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#account-settings) - [Help & Resources](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#help-resources) - [Events](https://dbathubhelp.upperhand.com/events?hsLang=en#main-content) - [Event Setup](https://dbathubhelp.upperhand.com/events?hsLang=en#event-setup) - [Event Admin View](https://dbathubhelp.upperhand.com/events?hsLang=en#event-admin-view) - [Browse Events](https://dbathubhelp.upperhand.com/events?hsLang=en#browse-events) - [Calendar](https://dbathubhelp.upperhand.com/calendar?hsLang=en) - [Contacts](https://dbathubhelp.upperhand.com/contacts?hsLang=en#main-content) - [Archived](https://dbathubhelp.upperhand.com/contacts?hsLang=en#archived) - [Clients](https://dbathubhelp.upperhand.com/contacts?hsLang=en#clients) - [Groups](https://dbathubhelp.upperhand.com/contacts?hsLang=en#groups) - [Staff](https://dbathubhelp.upperhand.com/contacts?hsLang=en#staff) - [Marketing](https://dbathubhelp.upperhand.com/marketing?hsLang=en) - [Reports](https://dbathubhelp.upperhand.com/reports?hsLang=en) - [Memberships](https://dbathubhelp.upperhand.com/memberships?hsLang=en) - [Resources](https://dbathubhelp.upperhand.com/resources?hsLang=en) - [Retail](https://dbathubhelp.upperhand.com/retail?hsLang=en) - [Settings](https://dbathubhelp.upperhand.com/settings?hsLang=en#main-content) - [Printer](https://dbathubhelp.upperhand.com/settings?hsLang=en#printer) - [Point of Sale (POS)](https://dbathubhelp.upperhand.com/point-of-sale-pos?hsLang=en) - [Batting Cage Credits](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#main-content) - [Embed Integration (Swing Card)](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#embed-integration-swing-card) - [Home Plate Pass (QR Code)](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#home-plate-pass-qr-code) - [Payments](https://dbathubhelp.upperhand.com/payments?hsLang=en#main-content) - [Paysafe/NETBANX](https://dbathubhelp.upperhand.com/payments?hsLang=en#paysafe-netbanx) - [Hardware](https://dbathubhelp.upperhand.com/hardware?hsLang=en) - [Client Side](https://dbathubhelp.upperhand.com/client-side?hsLang=en#main-content) - [Top Searched Articles](https://dbathubhelp.upperhand.com/client-side?hsLang=en#top-searched-articles) - [Account Management](https://dbathubhelp.upperhand.com/client-side?hsLang=en#account-management) - [Event Sign Up](https://dbathubhelp.upperhand.com/client-side?hsLang=en#event-sign-up) - [Scheduling](https://dbathubhelp.upperhand.com/client-side?hsLang=en#scheduling) - [Payments](https://dbathubhelp.upperhand.com/client-side?hsLang=en#payments) - [Memberships](https://dbathubhelp.upperhand.com/client-side?hsLang=en#memberships) - [AI Intelligence](https://dbathubhelp.upperhand.com/ai-intelligence?hsLang=en) - [D-BAT WebKIT](https://dbathubhelp.upperhand.com/d-bat-webkit?hsLang=en) [![Chill listening crop-3](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DbatLogo.jpeg?width=30&height=24&name=DbatLogo.jpeg "Chill listening crop-3")](https://upperhand.com) Email Hours: M-F 9am - 2am EST Chat Hours: M-F 9am - 5pm EST Copyright © 2026, Upper Hand