To learn about the management of client visits within your fitness business management software platform, follow the instructions below.

This guide is an overview of the how to access and manage client visit records within the Exercise application. You will learn to navigate the visits tab, apply filters, and generate reports to monitor client activity efficiently.

1. Select Client Account

Click on a client account to open their profile.

Select Client Account

2. Open Visits Tab

Click the Visits tab to access the client’s visit records and related information.

Open Visits Tab

3. Access Date Filter

Click the date filter area to adjust the date range for displayed visits.

Access Date Filter

4. Navigate To Page Two

Scroll to the bottom and click to navigate to additional pages of the visits list. You can also change the number of visits displayed per page.

Navigate To Page Two

5. Access Date Filter

Click the date filter.

Access Date Filter

6. Customize Date Range

Click the first and last date in the calendar to set the visit date range. You can also selec the time frames listed.

Customize Date Range

7. View Results

View the filtered results. Next, click the date range.

View Results

8. Reset Date Filter

Click the Reset button to clear the current date range filter and show all visits.

Reset Date Filter

9. Open Status Filter

Click the status filter area to choose visit statuses for filtering the visit list.

Open Status Filter

10. Select Visit Status Filter

Click the Visit Status dropdown to view available status options for filtering.

Select Visit Status Filter

11. Select Status

Select the visit status from the drop down list. Multiple statuses can be selected.

Select Status

12. Multiple Selections

To clear the filter just click on the reset button.

Multiple Selections

13. Payment Status Filter

Click the payment status filter to view and select payment status options.

Payment Status Filter

14. Select Payment Status

Select the payment status for filtering visits. Multiple statuses can be selected.

Select Payment Status

15. Staff Member Filter

Click on the “Staff Member” filter.

Staff Member Filter

16. Select Staff Member

Select a staff member from the list.

Select Staff Member

17. Filters

You can also access all the filters by clicking on the filters icon.

Filters

18. View All Filters

From here you can see all the filters selected and customize them. To clear all filters just click on the “Reset” button.

View All Filters

19. Location Filter

Click on the location filter.

Location Filter

20. Select a Location

Choose a location from the list to view visits from that location.

Select a Location

21. Service Filter

Click the Service Filter.

Service Filter

22. Select Service(s)

Select services from the list to filter visits for that service

Select Service(s)

23. Clear Filter

Clear any filter by clicking on the “x” icon

Clear Filter

24. Membership ID Filter

Click on the “Membership ID” filter.

Membership ID Filter

25. View Client Measurements

Click the Measurements tab to access the client’s physical measurement records.

View Client Measurements

26. Session Type

Select the session type filter.

Session Type

27. Gym Check-Ins

Select “Gym Check-Ins” to filter just gym check-ins from the visit list.

Gym Check-Ins

28. Search Feature

To filter visits by a specific term, enter it into the search field.

Search Feature

29. Visit Options

Click on the three-dot menu next to a visit to see more options.

Visit Options

30. Select an Option

The following options are available from the menu: Edit Private Notes View Version History Swap Package Charge or Assign Package Manage Client Cancel Cancel and Remove

Select an Option

31. Recurring Memberships

Scroll down to view the client’s Recurring Memberships.

Recurring Memberships

32. Recurring Membership Options

The option to edit or delete a recurring membership is available.

Recurring Membership Options

33. View History Report

Click on “View Report” to view a detailed report for the client’s visits.

View History Report

This overview guided you through accessing and managing client visit records, including filtering by date, status, staff, location, and service. You learned how to navigate visit pages, apply and reset filters and generate visit reports to effectively monitor client activity.

Client Visits Tab Overview