You can view all the services a client has attended and assets they have used on their attendance history, which can be found through their client profile. From here, you can change the client’s attendance record and reconcile unpaid visits.
To learn how to view a client’s upcoming schedule, see Viewing a client’s upcoming schedule.
In this article:
To view a client’s attendance history:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the client’s menu, click Attendance.
- On the Attendance menu, click Attendance History. The history of services the client has attended is displayed.
Summary cards in the attendance historyThe summary cards at the top of the page provide an overview of the key information in the report.
|Total Sessions||The total number of sessions the client attended.|
|Total Classes||The total number of Classes the client attended.|
|Total Events||The total number of Events the client attended.|
|Total Gym Visits||The total number of gym visits the client attended.|
|Total Appointments||The total number of Appointments the client attended.|
|Total Assets||The total number of assets used by the client.|
|Wait List||The total number of services for which the client is on a wait list.|
|Booking Request||The total number of booking requests made by the client.|
Headings in the attendance history
|Date||The day and time at which the service occurred. Recurring bookings are indicated by the Recurring icon . A green Recurring icon indicates the booking has been paid for, while a red icon indicates the booking has not yet been paid for.||Service||The name of the service, the location the service was booked at, an icon representing the method used to book the service, and the individual who booked the service.|
If the service is a Class or Event, click the name of the service to view its attendance list.
|Staff Name||The photo and name of the staff member who conducted the service.||Capacity||If the service is a Class or Event, the number of available spots and the total number of spots in the service are displayed.||Paid With||The payment status for the service.|
Click the Edit button to change the payment method or make a payment. See Reconciling an unpaid visit for more information.
|Notes||Click the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.||Action||Click the Early Cancel Session button to perform an early cancel of the session. |
Click the Cancel Session button to cancel the session.
Click the Cancel All Recurring Sessions button to cancel all recurring sessions.
[Note]Visits which are removed from the client’s attendance history will not display as visits in corresponding Client reports.[end]