[V2] Participant profile: Main details and quick actions

Updated: May 28, 2026

 

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To access the participant profile:

• Go to contacts > participants

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

 

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The participant Main Details tab provides vital information such as:

• Total paid and past due payments associated with the participant.

• Participant information including: first name, last name, age (with date of birth), gender, belt size, client email address, client phone number, and address.

• Attendance tools like the pincode and QR code

• A Payment information section showing saved payment methods on file.

• A Relationships section listing the customer account(s) linked to the participant.

 

 

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

• Click the SMS icon to send a text message.

• Click the Email icon to send an email.

 

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To add a note directly from the participant profile:

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

• Enter your note content in the dialog that appears.

• Save the note.

 

 

 

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Each participant has a unique pincode and QR code used to check in for attendance.

 

To find the pincode:

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

• Scroll to the Pincode section. The current 4-digit pincode is displayed here.

• If you need to issue a new pincode, click Regenerate to replace it.

 

To access the QR code:

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

• Click the download button to print or send the QR code to the participant.

 

 

 

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To update a participant’s details:

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

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

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

• Save your changes.

 

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The Payment information section displays any payment methods saved to the participant’s profile, including the card type, last four digits, and expiration date. This section is view-only for understanding which payment method is on file; payment management is handled from the associated customer profile.

 

 

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The Relationships section at the bottom of the Main Details tab shows all customer accounts linked to the participant. Each relationship displays the customer’s name and their account type (e.g., Customer).

• Click the linked customer’s name to navigate directly to their customer profile.

 

 

 

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

 

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