Viewing a client’s attendance history

Categories: Client attendance and services

You can view all the services a client has booked and assets they have used on their attendance history, which can be found through their client profile. Using the attendance history, you can change the client’s attendance status and reconcile unpaid visits.

To learn how to view a client’s upcoming schedule, see Viewing a client’s upcoming schedule.

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.
- 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 Card	Description
Total Sessions	The total number of sessions the client was booked into during the selected date range, regardless of their attendance status.
Total Classes	The total number of classes the client was booked into during the selected date range, regardless of their attendance status.
Total Events	The total number of events the client was booked into during the selected date range, regardless of their attendance status.
Total Gym Visits	The total number of gym visits the client was booked into during the selected date range, regardless of their attendance status.
Total Appointments	The total number of appointments the client was booked into during the selected date range, regardless of their attendance status.
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.
Lifetime Visits	The total number of services this client has attended. This number only includes client visits where the attendance record is marked as Attended. NoteThe total in this summary card always represents the total attended services for the selected client. Applying filters to the report will not change this number.

Headings in the attendance history

Heading name	Description
Date and Time	The date and time at which the service occurred, and an icon that represents the payment status. Note You can customize the view and choose whether to include the date and time at which the service occurred in separate columns. For more information, see Viewing a report.
Service Details	The name of the service, the location the service was booked at, and the individual who booked the service. 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 name of the staff member who conducted the service, along with their photo.
Paid With	The payment status for the service. Click the Edit button to change the payment method or make a payment. For more information, see Reconciling an unpaid visit.
Capacity	The number of available spots and the total number of spots allowed for the service.
Status	The client’s attendance status for 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.
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 Action button in this column to open the Action menu. You have the following options: Cancel Session – Select this option to cancel the client’s booking for this session. Cancel All Recurring Sessions – Select this option to cancel all recurring sessions for the service. NoteVisits that have been removed from the client’s attendance history won’t display as visits in the corresponding client reports.