Unpaid Visits Summary Report

The Unpaid Visits Summary Report is an attendance report that displays an overview of clients with outstanding payments on visits. The summary cards at the top of the page provide an overview of the key information in the report.

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:

    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 Summary. The Unpaid Visits Summary Report is displayed.

    Headings in the Unpaid Visits Summary Report

    HeadingDescription
    ClientThe 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.
    ClassThe number of visits to Classes that have not been paid for by the client.
    AppointmentThe number of visits to Appointments that have not been paid for by the client.
    AssetThe number of uses of Book-a-Spot assets that have not been paid for by the client.
    EventThe number of visits to Events that have not been paid for by the client.
    Gym VisitThe number of gym visits that have not been paid for by the client.
    TotalThe total number of visits that have not been paid for by the client.
    ValueThe total cost of unpaid visits that the client owes to your business.

    Advanced filters in the Unpaid Visits Summary 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 Summary Report

    Summary cardDescription
    ClassesThe total number of Classes 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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