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Visits Remaining Report
Visits Remaining Report
Updated over a month ago

You can access the Visits Remaining Report by clicking the App Drawer button then clicking View All > Reports > Attendance > Visits Remaining.

The Visits Remaining Report is an attendance report that displays details about each client who has visits remaining on Purchase Options that are active during the selected date range. This report can be used to gain insight about client use of Purchase Options, or to manage communications with clients who have visits remaining and expiring soon. The summary cards at the top of the page provide an overview of the key information in the report.

Summary cards in the Visits Remaining Report

Summary cards

Description

Total Active Purchase Options

The total number of active Purchase Options with remaining visits during the selected date range.

Total Active Clients

The total number of clients who have active Purchase Options with remaining visits during the selected date range.

Unearned Revenue

The sum of all values under the Unearned Revenue heading.

Headings in the Visits Remaining Report

Headings

Description

Client

The name, email, and profile image of the client with visits remaining on a Purchase Option 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.

Purchase Option

The name of the Purchase Option that has visits remaining is listed in this column.

Last Visit

The most recent visit the client has made to your business using the Purchase Option.

Next Visit

The next booked visit the client has with your business using the Purchase Option.

Remaining Visits

The number of remaining visits or the amount of time left on the Purchase Option is listed in this column. If the Purchase Option is unlimited, this column will be labelled Unlimited.

Unearned Revenue

The amount of revenue that your business could miss out on if the client doesn't use the remaining visits. This amount is calculated based on the type of associated Purchase Option, the cost of the Purchase Option, and the number of visits, minutes, or days remaining on the Purchase Option.

Activation Date

The date and time that the Purchase Option was initially activated is listed in this column.

Expiration Date

The date that the Purchase Option will expire is listed in this column. If the Purchase Option has no expiration date, this column will be labelled Never Expires.

Lifetime Visits

The total number of visits the client has made with your business using the Purchase Option.

Period Visits

The number of visits the client has attended at your business during the selected date range.

Booked Visits

The number of visits paid for using the Purchase Option that are booked during the selected date range.

Late Cancels

The number of visits paid for using the Purchase Option that were late canceled during the selected date range.

No Shows

The number of visits paid for using the Purchase Option that were no shows during the selected date range.

Advanced filters in the Visits Remaining Report

Filter

Description

Client Status

Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.

Client Groups

Use this filter to determine which clients to include in the report based on their client group.

Note: This filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.

Client Types

Use this filter to determine which clients to include in the report based on their client type.

Purchase Options

Use this filter to determine which types of Purchase Options to include in the report. You can expand each Purchase Option type to filter by specific Purchase Option(s).

Remaining Visits

Use this filter to determine which clients to include in the report based on the number of visits remaining on their Purchase Option. Some Purchase Options, such as Purchase Options with unlimited visits, will be hidden unless you set the From option to β€œ0”.

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