Viewing a client’s upcoming schedule

You can view a client’s future bookings on their upcoming schedule, which can be found through their client profile. From here, you can also reconcile unpaid visits.

To learn how to change a client’s attendance in their upcoming schedule, see Changing a client’s attendance status.

To learn how to view a client’s attendance history, see Viewing a client’s attendance history.

In this article:

To view a client’s upcoming schedule:

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 Upcoming Schedule. The list of upcoming services the client has booked are 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 upcoming schedule

Headings in the upcoming schedule

Field	Description
Date and Time	The date and time at which the service is scheduled to occur. The green icon indicates the booking has been paid for, while a red icon indicates the booking is unpaid. Note You can customize the view and choose whether to include the date and time at which the service is scheduled to occur in separate columns. For more information, see Viewing a report.
Service Details	The name of the service, the location where the service was booked, the client who booked the service, and their relationship with the client, if applicable. Note You can customize the view and choose whether to include the service name, the location where the service was booked, and the individual who booked the service in separate columns. For more information, see Viewing a report.
Asset	The name of the asset booked for the service, if applicable. Click the View asset layout button to see the booked asset in context.
Staff Name	The photo and name of the staff member who is scheduled to conduct the service.
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.
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.
Status	The attendance status of the service. Statuses include Attended, Early Cancel, Late Cancel, No-Show, Booked, and Pending. Click the Edit button to change the client’s attendance status. For more information, see Changing a client’s attendance status.
Notes	Click the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.
Forms	The forms associated with the service booking. You can monitor the completion status through the green and red status indicators . If the form is complete, staff members with the corresponding staff role permissions can click on the form to view the responses. If the form is incomplete, they have the option to edit it.
Action	Click the More button to alter the booking. Click the Early Cancel Session button  to cancel the session early.  Click the Cancel Session button to cancel the session.  Click the Cancel All Recurring Sessions button to cancel all recurring sessions. NoteVisits which are removed from the client’s attendance history will not display as visits in corresponding Client reports.