Viewing a client’s attendance history

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:

    1. 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.
    2. In the list of clients displayed, click the client’s name.
    3. On the client’s menu, click Attendance.
    4. On the Attendance menu, click Attendance History. The history of services the client has attended is displayed.
      • To learn how to customize and filter the report, see Viewing a report.
      • To export the report, click Export. To learn more, see Exporting a report.
      • To print the report, click Print.

    Summary cards in the attendance history

    The summary cards at the top of the page provide an overview of the key information in the report.
    Summary CardDescription
    Total SessionsThe total number of sessions the client attended.
    Total ClassesThe total number of Classes the client attended.
    Total EventsThe total number of Events the client attended.
    Total Gym VisitsThe total number of gym visits the client attended.
    Total AppointmentsThe total number of Appointments the client attended.
    Total AssetsThe total number of assets used by the client.
    Wait ListThe total number of services for which the client is on a wait list.
    Booking RequestThe total number of booking requests made by the client.

    Headings in the attendance history

    FieldDescription
    DateThe day and time at which the service occurred. Recurring bookings are indicated by the Recurring icon Recurring booking 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.
    ServiceThe 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 NameThe photo and name of the staff member who conducted the service.
    CapacityIf the service is a Class or Event, the number of available spots and the total number of spots in the service are displayed.
    Paid WithThe 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.

    NotesClick the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.
    ActionClick 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] 

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