Expiring Purchase Options Report

The Expiring Purchase Options Report is a client report that displays a list of purchase options that are expiring during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.

This report can be used to gain insights about different types of purchase options and how clients are using them, as well as to manage communications with clients whose purchase options are expiring soon and should be buying again.

This article describes how to view the Expiring Purchase Options Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Expiring Purchase Options Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients.
    5. On the Clients menu, click Expiring Purchase Options. The Expiring Purchase Options Report is displayed.

    Headings in the Expiring Purchase Options Report

    HeadingDescription
    ClientThe name, email, and profile image of the client associated with the purchase option. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    Pass TypeThe name of the purchase option. Click the purchase option to view the purchase option on the Passes & Memberships section of the associated client’s profile.
    Location NameThe location at which the client purchased the purchase option.
    Last VisitThe last service that the client attended at one of your locations is listed here, along with the date, time, and staff member for that service.
    Visits RemainingThe number of visits remaining on the purchase option. If the purchase option is not limited by visits, this entry will read Unlimited.
    Other Active PurchasesIf the client has other active purchase options associated with their account, Yes will be listed. If the client does not have other active purchase options associated with their account, No will be listed.
    Expiry DateThe date on which the purchase option will expire.

    This date is also labeled to indicate how soon the expiration date will occur. For example, if a purchase option will expire in September and it is currently August, the Next month label will appear.

    Advanced filters in the Expiring Purchase Options Report

    FilterDescription
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Asset Purchase OptionsUse this filter to determine which asset purchase options to include in the report. Asset purchase options are purchase options with Asset selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Package Purchase OptionsUse this filter to determine which package(s) to include in the report. To learn how to create a package, see Creating or modifying a package.
    Auto-RenewUse this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
    Expired Purchase OptionsUse this filter to determine whether to include purchase options in the report that are expired or close to expiration.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Appointments Purchase OptionsUse this filter to determine which appointments purchase options to include in the report. Appointments purchase options are purchase options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Class & Events Purchase OptionsUse this filter to determine which class/event purchase options to include in the report. Class/event purchase options are purchase options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.

    Summary cards in the Expiring Purchase Options Report

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary cardDescription
    Total Expired PassesThe total number of purchase options that expired during in the selected date range.
    Total Passes Expiring In Next 30 DaysThe total number of purchase options set to expire in the next 30 days from the selected date range.
    Total Passes Expiring In FutureThe total number of purchase options set to expire more than 30 days from the selected date range.
    Active Pass HolderThe total number of active pass holders whose purchase option is expiring.
    Active MemberThe total number of active members whose purchase option is expiring.
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