Clients 145 records
Everyone with a card or account at ITC Systems. 12 photos are waiting for approval.
12 photos are waiting for approval
Cards can't be printed for these clients until their photos are approved.
Active clients
2,520
+24 added this week
Photos approved
2,341
93% of active clients
Cards printed
186
−8% vs last month
Total balances
$48,210.55
Across 3 plans
| Profile | Status | Balance | Actions |
|---|
Profiles
Profiles set which plans, privileges and card design a client gets.
- 1,764Active
Student
Meal plan, library, residence access
- 504Active
Employee
Payroll deduction, staff parking
- 198Active
Part-time student
Library and print only
- 54New
Truffle users
Dining only
- 0Draft
Balance reset profile
Clears balances at term end
Recent activity
Changes to clients and profiles in the last 24 hours.
24 clients imported
Student intake · Bulk management
Card batch printed
18 employee cards · Main office
Privileges updated
Library access · Student profile
Quick actions
Needs attention
2Last 30 days
No archived clients
Clients you archive keep their history but can't use their card. Archive clients from the Clients tab or with Bulk management.
What do you want to do with these 24 clients?
From student-intake-fall.csv. You can review every change before it's applied.
3 rows will be skipped
Their IDs already belong to archived clients. You can download them after the import.
Last close-out finished Oct 24, 2026
1,240 balances carried forward. Nothing needs your attention.
Term close-out
What happens to client balances and cards at the end of each term.
Carry balances forward
Unused meal and print balances move to next term instead of expiring.
Email clients before close-out
Clients with a balance get a reminder 7 days before their term ends.
Suspend cards of graduating clients
Door access and purchases stop the day after their last term ends.
Before the next close-out
2 of 4 done.
Confirm term dates
Fall term ends Dec 18, 2026.
Choose what happens to balances
Review graduating clients
38 clients graduate this term.
Schedule the close-out