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PT Shot Sheet Report

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This report lists active PT clients, their most recent session, and how many sessions remain in their service package - enabling you to identify Members who are running low on available sessions and may want to sign up for more services. This report can be filtered by location and employee.

Sample PT Shot Sheet Report

Sample Report

PT Shot Sheet Report Fields

  • Date: Date of the member's most recent payment towards a service package
  • Member 
  • Phone: Member's phone number
  • Email: Member's email
  • Service: Service type the Member most recently purchased
  • Sessions Left: Number of remaining sessions in the Member's package
  • Event Type: Most recent event type scheduled for the Member
  • Event Status: Status of the most recent event (active, confirmed, rescheduled, canceled - charge, no show - charge, or completed)

 

Learn more about accessing, filtering, and scheduling reports.

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