Skip to content
English
Go to mystudio.io
  • There are no suggestions because the search field is empty.

[V2] Lead profile: Main details and quick actions

The lead profile gives studio staff a centralized place to manage prospective customers before they convert to full customer accounts. From the Main Details tab, you can view and edit contact information, send communications, manage linked additional customers and participants, and add payment information.

Updated: May 29, 2026

Table of contents

 

 

Accessing the lead profile

To access the lead profile:

  • Go to contacts > leads

  • Click the lead’s name in the table to open the lead profile

 


^ Back to top

 

Information shown in the lead profile: Main details

The lead Main Details tab provides vital information such as:

  • Lead information including: first name, last name, email address, phone number, and address.

  • An Additional customers section for linking or managing additional customer accounts.

  • A Participants section listing any participants associated with the lead.

  • A Payment information section for adding and managing payment methods on file.

 


^ Back to top

 

How to send communication from the lead profiles

Quick action icons at the top of the lead profile allow you to contact the lead directly:

  • Click the SMS icon to send a text message to the lead.

  • Click the Email icon to send an email to the lead.

 


^ Back to top

 

How to add a note from the lead profile

To add a note directly from the lead profile:

  • Click the Note icon in the quick actions bar at the top of the profile panel.

  • Choose whether the note is specific to the lead or the participant under the lead.

  • Enter your note content in the dialog that appears.

  • Save the note.

 

Note: Notes you add will also be visible under the Notes tab in the lead profile once released.

 

 

^ Back to top

 

How to edit lead information

To update a lead’s contact details:

  • Open the lead profile and go to the Main Details tab.

  • In the Customer information section, click the Edit button.

  • Update the relevant fields (first name, last name, email, phone number, address, etc.).

  • Save your changes.



^ Back to top

 

Managing additional customer from the lead profile

You can add, remove, or reassign additional customers from the lead profile.

To add an additional customer:

  • In the Additional customers section, click + Add.

  • Search for or enter the customer to link, then confirm.

 

To delete an additional customer:

  • Find the additional customer in the list.

  • Click the delete (trash) icon next to their name and confirm the removal.

 

Note: Any registrations using the additional customer’s payment methods will keep that payment method until manually changed.

 

To make an additional customer the primary customer:

  • Find the additional customer listed in the primary customer profile.

  • Click the designated “Make Primary” action next to their name.

  • Confirm the change. The selected customer will become the new primary account holder.

 

 

^ Back to top

 

Listed participant information in the lead profile

The Participants section displays the participant associated with the lead account. This information cannot be changed and is for informational purposes only.

 


^ Back to top

 

Managing lead payment information

The Payment information section at the bottom of the Main Details tab shows all payment methods on file for the lead. If no payment methods have been added, the section will display “No payment methods added.”

 

To add a bank account:

  • Click + Add bank account in the Payment information section.

  • 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. Most of the time, this section will be blank in the lead profile.

 

 

^Back to top

 

Still need help? Contact your MyStudio account manager or reach out to our support team.