[V2] Primary customer profile: Main details and quick actions
The primary customer profile is the central hub for managing a customer's account in MyStudio. From the Main Details tab, you can view key contact information, manage additional customers and participants, access quick communication tools, and handle payment methods.
Updated: May 28, 2026
Table of contents
Accessing the primary customer profile
To access the primary customer profile:
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Go to contacts > customers
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Find the primary customer type contact in the table
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Click the customer’s name in the table to open the primary customer profile
Information shown in the primary customer profile: Main details
The primary 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 customer.
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Customer information including: first name, last name, primary email address, additional email, phone number, and address.
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An Additional customers section listing any linked additional customer accounts.
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A Participants section listing all participants associated with the account, including their name, age, gender, and belt size.
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A Payment information section showing all saved payment methods on file.
How to send communication from the primary customer profile
You can quickly send a message directly from the customer profile using the quick action icons located near the top of the panel:
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Click the SMS icon to send a text message to the customer.
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Click the Email icon to send an email to the customer.
How to add a note from the primary 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 primary customer or a participant associated with the primary 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 primary customer will also be visible under the Notes tab in the customer profile once released.
How to edit primary customer information
To update a customer’s contact details:
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Open the 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 additional customer and participant profiles
From the primary customer’s Main Details tab, you can navigate directly to linked profiles:
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In the Additional customers section, click the name of an additional customer to open their profile.
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In the Participants section, click a participant’s name to open their full participant profile.
Managing additional customers from the primary customer profile
You can add, remove, or reassign additional customers directly from the primary customer’s profile.
To add an additional customer:
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In the Additional customers section, click + Add.
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Search for or enter the customer to link, then confirm.
To delete an additional customer:
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Find the additional customer in the list.
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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:
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Find the additional customer listed in the primary customer profile.
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Click the designated “Make Primary” action next to their name.
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Confirm the change. The selected customer will become the new primary account holder.
Listed participant information in the primary customer profile
The Participants section of the Main Details tab displays a summary of all participants associated with the 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 primary 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 primary 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 primary 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 versa. Payment information is only accessible from the primary customer’s profile by studio staff with the appropriate permissions.
Still need help? Contact your MyStudio account manager or reach out to our support team.