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Membership reports

This group combines views for already issued memberships and their distribution by plan and client.

Available views​

  • Issued memberships - opens the main list of issued memberships;
  • Membership instances by Membership;
  • Membership instances by Client.

How to choose the right view​

  • Issued memberships is the best choice when you want to open and work with a concrete issued membership or find one through filters such as "Usage type" and "Previous membership history".
  • Membership instances by Membership is a summarized report by plan and shows how many issued memberships exist for each membership type.
  • Membership instances by Client is more useful when you want to see which clients have more than one membership and which memberships were issued to each client.

Useful filters in "Issued memberships"​

In the main list, you can narrow results by:

  • "Code" - when you need a specific sold membership;
  • "Usage type" - unlimited, limited total usage, or per-service usage;
  • "Visit status" - unused, partially used, fully used, or still with visits remaining;
  • "Previous membership history" - clients who had or had no previous membership;
  • "Client bookings" - memberships by whether the client has a booking in a selected period.

Previous-history filters are useful when you compare new and returning clients by membership plan.

How "Client bookings" works​

This group finds memberships by whether the client has a booking for a selected service or category in a selected period.

The fields are:

  • "Condition" - "Has booking" or "Has no booking". The default is "Has booking";
  • "Service";
  • "Service category";
  • "Booking date".

The condition applies to the service, category, and period below it. If you leave all three empty, the condition does not change the result.

note

Every booking counts, whatever its status - cancelled and upcoming ones included. So "Has no booking" means "no record at all in this period", not "did not show up".

Use "Has no booking" when you are looking for clients with an active membership who have not booked the selected service in the period, and you want to reach out to them.

What is useful to keep in mind​

  • The main list is closer to operational work.
  • The summarized views are better for analysis and often lead you to the client or the concrete issued membership.
  • Membership instances by Client remains grouped by the membership owner, not by every client the membership is shared with.
  • This section is about already issued memberships, not about configuring the membership plans themselves.

Availability​

  • These reports require the memberships feature to be active.
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