Overview
Utilize the new Free Trials and Make-up report to see who is coming and when. Numerous filters will allow you to see your day/ week/ month at a glance.
Where
As long as you have either the Free Trials feature or the Make-Ups feature turned on, you will be able to go to the Global Search box at the top menu bar and start typing in "Make-Ups and Free Trial" and you will see the report to select.
How It Works
Filters
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There are a variety of optional filters for this report you can choose from. It all depends on what you are looking to accomplish
Location
Start and End Date
Start and End Time
Season/Level and Roster filters
Customer
Day of the Week
Report Type (Free Trial, Make-Up, or Both)
Display Options
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Below are the available display options:
Location
Resource
Season
Level
Guardian(s)
Day of the Week
Show Source/Employee (how the customer registered - Online = dash and Employee User name = In person)
Examples
Below are just a few ways this report could be used.
Interested in seeing all registrants signed up within a specific season for both Free Trial and Make-Ups. Below is how your search parameters should be set up.
Interested in seeing all registrants coming in a specific location on a given day. Below is how your search parameters should be set up.
Interested in seeing only registrants for a specific roster on a specific day so that an instructor can be prepared. Below is how your search parameters should be set up.
Interested in seeing customers coming in ALL LOCATIONS for a specific time period? Note: If you choose the "All Locations" option, you cannot select a specific season, level or roster but must choose a date range.
Interested in seeing the contact/guardian details for the participants attending a make-up or free trial? Make sure you check the box to show guardian(s).
