Session Credits Report
Right now, 01/2022, it is nearly impossible to track and know where our clients stand on remaining sessions and historical appointment tracking.
We need a way to cleanly, easily, quickly ascertain past and future appts for a client and, maybe more importantly, how many sessions remain for a client.
This is a follow-up function that needs A LOT of enhancement! I have only been able to find one place for this, the client's profile on the web.
I really wish there was a new tab in the web platform added to the client overview that was for "Appointments" - maybe it would show last appt, next appt, and total avail and total remaining.
Lastly, in the Progress Reports area, a report that pulls the appt history for a client; when (date and time), meeting type and duration (filterable by month or type). It would also provide the notes for the meeting and whether that meeting was held, no show, rescheduled, late can-x.
Very Important! Thx the request. I have same issues my side. Can't track correctly the sessions. Pls fix
Ability to pull up a report of how many sessions left by client, or how many clients have low sessions counts so I can get them to rebook.
Coach Potts commented
I’m hoping Trainerize can be the only software I need (for almost everything) and this would be a huge help.
Lamar Lee commented
Yes. This is the only thing I miss from leaving the last platform I used. It just makes sense to at least see how many sessions are left