[V2] Additional customer profile: Main details and quick actions
The additional customer profile provides a focused view of a secondary account holder linked to a primary customer. From the Main Details tab, studio staff can view and edit the additional customer’s contact information, access the linked primary customer profile, manage participants, and handle payment methods on file.
Updated: May 28, 2026
Table of contents
Assessing the additional customer profile
To access the additional customer profile:
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Go to contacts > customers
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Find the additional customer type contact in the table
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Click the customer’s name in the table to open the additional customer profile
Information shown in the additional customer profile: Main details
The additional customer Main Details tab provides vital information such as:
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The join date and customer ID at the top of the profile.
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Total paid and past due payments made by the additional customer.
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Customer information including: first name, last name, email address, phone number, and address.
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A Customer section showing a link to the associated primary customer account.
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A Participants section listing participants linked to this additional customer, including their name, age, gender, and belt size.
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A Payment information section showing saved payment methods on file for the additional customer.
How to send communication from the additional customer profile
Quick action icons at the top of the additional customer profile allow you to send messages without leaving the record:
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Click the SMS icon to send a text message to the additional customer.
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Click the Email icon to send an email to the additional customer.
How to add a note from the additional customer profile
To add a note directly from the customer profile:
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Click the Note icon in the quick actions bar at the top of the profile panel.
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Select whether the note pertains to the additional customer or a participant associated with the customer.
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Enter your note content in the dialog that appears.
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Save the note.
Note: Notes you add for the additional customer will also be visible under the Notes tab in the customer profile once released.
How to edit additional customer information
To update an additional customer’s contact details:
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Open the additional customer profile and go to the Main Details tab.
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In the Customer information section, click the Edit button.
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Update the relevant fields (first name, last name, email, phone number, address, etc.).
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Save your changes.
How to access the primary customer and participant profiles
From the additional customer’s Main Details tab, you can navigate directly to linked profiles:
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In the Customer section, click the linked primary customer’s name (e.g., Tom Harper) to open their primary customer profile.
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In the Participants section, click a participant’s name to open their full participant profile.
Listed participant information in the additional customer profile
The Participants section displays a summary of all participants associated with the additional customer account. For each participant, you can see:
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Name (with avatar initials)
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Age
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Gender
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Belt size
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Action buttons for editing or deleting the participant
Managing participants from the additional customer profile
To edit a participant:
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In the Participants section, click the pencil (edit) icon next to the participant’s name.
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Update the participant’s information as needed.
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Save your changes.
To delete a participant:
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In the Participants section, click the trash (delete) icon next to the participant’s name.
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Confirm the deletion.
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If the participant had any data associated with them, you will be prompted to move the data to another participant.
Managing additional customer payment information
The Payment information section at the bottom of the Main Details tab shows all cards and bank accounts on file for the additional customer.
To add a bank account:
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Click + Add bank account in the Payment information section.
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This will send a link to the customer to update their banking information.
Note: This option will only appear if there is not a primary bank account already on file.
Only primary banks and credit cards can be edited. To edit a payment method:
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Click the pencil (edit) icon next to the primary payment method you want to update.
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Editing a primary credit card will prompt you to fill out full details for a new card. The old card will stay on file until deleted.
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Editing a primary bank account will send a link to the user for them to update the payment details. Bank information can only be updated by the customer.
Note: A payment method is labeled as primary when the customer has entered the payment information in the member app or through the link sent to them in their email.
To delete a payment method:
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Click the trash (delete) icon next to the payment method.
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Confirm the deletion.
Can additional customers see the primary customer's payment details?
No. Additional customers do not have visibility into the primary customer’s saved payment methods or visa verse. Each customer’s payment information is managed and displayed separately within their own profile. Studio staff can view both profiles independently, but payment details are not shared between them.
Still need help? Contact your MyStudio account manager or reach out to our support team.