How to view a client's remaining sessions?
- Log in to your fitli business account
2. Click on "Customers" (next to "Calendar" tab)
- This will list all customers at your business.
- Next to each customer, there will be a "View" link. If you want to view the remaining sessions of your customer, click on the "View" link on that row or your customer's name.
The "View" link or your customer's name will open the Client Details form. Scroll down at the bottom, you'll see:
- Upcoming sessions: if client has 0 upcoming session, the table Upcoming Sessions will be hidden.
- Account Balance (aka. Remaining Sessions): if client has 0 remaining session, the table Account Balance will be hidden.
Here is an example of a client who has both Upcoming Sessions and Account Balance. You will see this client has 17 sessions remaining that can be applied to 'Advanced Yoga, Beginner Yoga and Boot Camp' and will expire on 12/23/2023.