If you require a fast and easy way to view the classes that customers have signed up for using their existing or previous memberships, then this informative article is just what you need. It provides step-by-step instructions on how to do so clearly and concisely, allowing you to efficiently manage your business and provide excellent service to your valued customers.
Viewing Bookings with Memberships
Click on Customers
Click on Customer list
Find the customer profile and open it up
Click on the Activity tab
Click on the Subscriptions or Packs tab
NOTE: You can view Past/ Active memberships & packs history
Click on the triangle icon to the left of the subscription listed
Once clicked, a menu will expand that shows the classes taken with this subscription
The following information will assist you in identifying a few crucial items:
If a customer has an unlimited membership, you can find out how many classes they have taken during that renewal period.
You can also check how many credits customers have left in their membership and or pack.
If any future classes have been booked with the membership and or pack, you can see that, too.
Finally, you can find out when the next renewal is scheduled.
Please hover over the blue renewal symbol.