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Trainer Liability Report

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The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike most reports in Club OS, this report cannot be run for a selected date range - it provides current, real-time information only.

How to Read the Trainer Liability Report

Each member service attached to an agreement is represented by its own row. A Member may appear multiple times if they exhibit liability towards more than one event.

A Member will appear on this report if:

  • They have expired sessions.
  • They have sessions that have been paid for (or comped) but not used.
  • They have used sessions that have not been paid for. (These rows will be highlighted in red.)

For an event to appear on this report (in the Sessions Paid/Not Paid columns), the event must contain a member service and be set to a chargeable status (Ex. Completed, Cancel - Charge, No Show - Charge). 

Find details below on how session values are configured, depending on where an agreement originated.

Sample Trainer Liability Report

Sample report

 

Trainer Liability Report Fields

  • Location
  • Sale Date: The date in which the event's purchase occurred. 
  • Member
  • Agreement ID: The identification number to which the agreement is assigned.
  • Member Service
  • Event Type: Examples include Personal Training, Group Training, Class, Fitness Consultation, and Assessment. (If the event is either Fitness Consultation or Assessment, then a Member Service was purchased as part of the agreement.)
  • Sessions Expired (count): The number of paid sessions that have now expired.
  • Sessions Expired ($): The value of a Member’s paid, expired sessions.
  • Sessions Expired Comped (count): The number of comped sessions that have now expired.
  • Sessions Expired Comped ($): The value of all comped, expired sessions.
  • Paid Sessions Not Used (count): The number of all paid, unused units. Includes units that haven't been booked and units that are scheduled but not yet completed.
  • Paid Sessions Not Used ($): The value of all paid, unused units.
  • Paid Sessions Not Used Comped (count): The number of sessions that a Member has been comped for but not used yet. (This includes units not booked and pending events.)  
  • Paid Sessions Not Used Comped ($): The total value of sessions that a Member has been comped for but not used yet. (This includes units not booked and pending events.)
  • Completed Sessions Not Paid (count): The number of sessions that a Member has completed but not paid for. (This figure does not account for future sessions.)
  • Completed Sessions Not Paid ($): The total value of sessions that a Member has completed but not paid for. (This figure does not account for future invoices.)
  • Completed Sessions Paid (count): The number of sessions that a Member has completed.
  • Completed Sessions Paid ($): The total value of a Member’s completed sessions, based off of the default price of the service.
  • Renewal Type: The renewal type of the agreement
  • Salespeople: The club employee who performed the sale. (Multiple employees, if applicable, are listed separated by commas.)
  • Trainers: Trainers assigned to the Member. (Multiple employees, if applicable, are listed separated by commas.)
  • Fee Name: The name given to an agreement's added fee. 
  • Fee ($): The cost of the fee. (Fees do not figure into report calculations.)

How Session Value is Configured

  • If the Agreement Originated in Bodyworkz: Session value is equal to the default Member Service price. 
  • If the Agreement Did Not Originate in Bodyworkz: Session value depends how the event was calculated.
    • Calculated by Inventory: Value derives from the price at which the member service was sold. (Example: Sessions Expired, Paid Sessions Not Used)
    • Calculated by Calendar Events: Value derives from the default member service price. (Example: Sessions Not Paid, Sessions Paid)

 

Learn more about accessing, filtering, and scheduling reports.

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