Unpaid Visits Detailed Report

The Unpaid Visits Detailed Report is an attendance report that displays all visits with outstanding payment. This report can be used to manage communications with clients who owe you money, or to make payments directly on unpaid visits. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Unpaid Visits Detailed 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 Unpaid Visits Detailed 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 Attendance.
    5. On the Attendance menu, click Unpaid Visits Detailed. The Unpaid Visits Detailed Report is displayed.

    Headings in the Unpaid Visits Detailed Report

    HeadingDescription
    ClientThe name, email, and profile image of the client with the unpaid visit is listed in this column. 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.
    DateThe date of the unpaid visit.
    Service TypeThe service type that was not paid for.
    ServiceThe specific service name, along with the date, time, and staff member for that service.
    ValueThe value of the visit that has not been paid for.
    Pay NowClick the option in this column, then OK in the pop-up to open the store menu and pay for the service.
    Bill AccountClick the option in this column, then OK in the pop-up to pay for the service with a Purchase Option on the client’s account. If the client has no relevant Purchase Options, this column will be empty.

    Advanced filters in the Unpaid Visits Detailed Report

    FilterDescription
    Bookable AssetsUse this filter to determine which Book-a-Spot assets to include in the report.
    ClassesUse this filter to determine which classes to include in the report.
    EventsUse this filter to determine which events to include in the report.
    AppointmentsUse this filter to determine which appointment types to include in the report.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Gym VisitsUse this filter to determine whether to include gym visits in the report.

    Summary cards in the Unpaid Visits Detailed Report

    Summary cardDescription
    ClassesThe total number of Classes that were that were unpaid during the selected date range.
    AppointmentsThe total number of Appointments that were unpaid during the selected date range.
    EventsThe total number of Events that were unpaid during the selected date range.
    AssetsThe total number of Assets that were unpaid during the selected date range.
    Gym VisitsThe total number of Gym Visits that were unpaid during the selected date range.
    TotalThe total number of services that were unpaid during the selected date range.
    TotalThe total dollar amount in unpaid visits during the selected date range.
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