The Unpaid Visits Summary Report is an attendance report that displays an overview of clients with outstanding payments on visits.
You can click the numbers displayed in the Class, Appointment, Asset, Event, and Total columns to view the Unpaid Visits Detailed Report with filters set for that type of visit. For example, if you click the number displayed in the Event column for any client, the Unpaid Visits Detailed report will be displayed with filters set to only display unpaid Event visits for all clients.This article describes how to view the Unpaid Visits Summary 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 Summary Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Attendance.
- On the Attendance menu, click Unpaid Visits Summary. The Unpaid Visits Summary Report is displayed.
Headings in the Unpaid Visits Summary Report
|Client||The name, email, and profile image of the client with unpaid visits 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.|
|Class||The number of visits to Classes that have not been paid for by the client.|
|Appointment||The number of visits to Appointments that have not been paid for by the client.|
|Asset||The number of uses of BOOK-A-SPOT™ assets that have not been paid for by the client.|
|Event||The number of visits to Events that have not been paid for by the client.|
|Gym Visit||The number of gym visits that have not been paid for by the client.|
|Total||The total number of visits that have not been paid for by the client.|
|Value||The total cost of unpaid visits that the client owes to your business.|
Advanced filters in the Unpaid Visits Summary Report
|Bookable Assets||Use this filter to determine which BOOK-A-SPOT™ assets to include in the report.|
|Classes||Use this filter to determine which Classes to include in the report.|
|Events||Use this filter to determine which Events to include in the report.|
|Appointments||Use this filter to determine which Appointment Types to include in the report.|
|Client Types||Use this filter to determine which clients to include in the report based on their client type.|
|Gym Visits||Use this filter to determine whether to include gym visits in the report.|