View an account holder

The account holder’s profile shows their contact details, their students, and staff notes. From here you can edit their details.

Open a profile

Select Account Holders from the main menu.
Find the account holder. See Find an account holder.
Select View, or select their name.

The View Account Holder page opens on the Students tab.

You can also open a profile from other pages that show the account holder’s name, such as an enquiry.

The top of the profile

The top of the profile shows:

The account holder’s name.
Their email address, phone number, and secondary phone number.
Their address.
ID: the account holder’s Swimio ID.
IR-ID: your own internal reference ID, when they have one.

Select the email address, a phone number, the address, or an ID to copy it.

The Action button opens the Account holder options window. See Edit an account holder and Log in as an account holder.

Students tab

The Students tab shows how many students the account holder has. It lists them in two groups.

Enrolled Students

A student with at least one place that is not cancelled and has not ended. This includes a place that starts later. Each student shows their name and age. When the student has a medical condition, it shows in red.

Each place shows:

Item	What it shows
Award scheme	The award scheme of the register.
Class and register	The class days and times, and the register name. The days and times show only when the student holds a seat in the class today.
Active or Trialing	Active for a full place. Trialing for a place on trial.
Ability	The student’s score in that award scheme, with a bar.
View More	Opens the enrolment page. See The enrolment page.

Other Students

A student with no place, or whose places have all ended or been cancelled. Each student shows their name, ID, age, and the date they were added.

Select a student’s name in either group to open the student’s profile.

When a group has no students, it shows No students to show.

Overview tab

The Overview tab holds staff notes about the account holder. It shows only when you can manage all students.

Find a note

Each note shows its priority (Low, Medium, or High), the note, who added it, and the date.

To find a note, type part of it in Search Notes.

When there are no notes, the tab shows No notes are added under this account.

Add a note

Select Add a Note. The Add a Note window opens.
Type the Note.
Choose the Priority.
Select Save. To close the window without saving, select Discard.

Result: Swimio shows Note saved successfully.

Account holder notes are for staff only. The account holder does not see them.

Edit or delete a note

To change a note, select Edit on the note. The Edit Note window opens. Change the note or the priority, then select Save.
To delete a note, select Delete on the note. Swimio asks Are you sure you want to delete this. Select Confirm, and Swimio shows Note deleted successfully.

Edit an account holder

Select Action. The Account holder options window opens.
Select Edit. The Edit Account Holder window opens.

Change the details:

Field	Required
First Name	Yes
Last Name	Yes
Middle Name	No
Email	Yes
Phone	Yes
Secondary Phone	No
Post Code	Yes
Internal Reference ID	No. Letters, numbers, dashes, and underscores only. Up to 32 characters.
Address	Yes

Select Save.

Result: Swimio shows Information has updated successfully.

When you change the email address

The account holder logs in with the new email address.
Swimio sends a confirmation link to the new email address.
The account holder must confirm the new address. Until they do, Swimio can block their account.
The email address cannot be one that another account holder already uses.

Tell the account holder before you change their email address.

Tabs that are not ready

The Payments, Notifications, and Communications tabs show coming soon. They have no information yet.

Common problems

Problem	Why it happens	What to do
The Overview tab is missing	You cannot manage all students.	Ask your Swimio administrator for access.
A student is under Other Students, but they had a class	Their place has ended, or it was cancelled.	Open the student’s profile, and check the Enrollments tab.
Email has already been taken.	Another account holder uses that email address.	Check which account holder should keep the email address.
The account holder cannot log in after you changed their email address	They have not confirmed the new address.	Ask them to open the confirmation email and select the link.
You cannot change this while signed in as an account holder. Return to your own account first.	You are logged in as the account holder, and you tried to change their email address.	Select Return to my account, then edit the account holder from their profile.