Couple of questions - Report options and viewing customer credits

[Sara_O]

Will you be building in an option to download reports or data such as payments, attendance etc?
Also is there a way to view clients credits (ie if they still have sessions that they need to use up etc? - i can’t see where it might say that info on client profiles. It just shows their purchases but not if they have used them up or not. Thanks for any info

[james]

Hi @Sara_O,

@Sara_O

Will you be building in an option to download reports or data such as payments, attendance etc?

I can’t promise a release data but definitely yes: enhanced reporting is a focus of future releases.

@Sara_O

Also is there a way to view clients credits (ie if they still have sessions that they need to use up etc? - i can’t see where it might say that info on client profiles. It just shows their purchases but not if they have used them up or not.

You should be able to see that on the customer (select ‘customers’ from the main menu and search the customer) page? There is a section ‘packages’ which will list all the customer’s packages, credits, expiry dates, package history, etc.: