View Subscriber Details

To view subscriber’s basic info, plans (upcoming, current and past), transactions and attendance, click on the subscriber in Subscriber section

INFO TAB

Shows personal details, note and Guardian details of the subscriber with option to edit details and add guardian.

PLAN TAB

Shows current, upcoming and past plans of the subscriber. Option to Renew, Edit, Pause/Extend and Cancel subscription are available under the 3 dot icon for each plan.

TRANSACTIONS TAB

Shows pending and completed transactions. You can send payment reminders, receipts and receive payment from here.

ATTENDANCE TAB

Shows attendance of subscriber plan-wise and duration-wise.

To view

• Select the plan. It will show next to it the sessions allowed in that plan. Eg. Unlimited, 20
• Select the duration you want to view attendance for. It will show total present and absent marks for that duration. eg. 10 | 1
• You will see the date, class and the status

PERFORMANCE TAB

Shows performance of subscriber plan-wise and duration-wise.

To view

• Select the duration. It will show next to it the marked performance.
• Click on the marked performance to check Remarks. You can also download the performance report in PDF.
• To edit performance report, click on edit on top RHS

Invoices

Show Item invoices with Pending & Completed details

HISTORY

Shows action history.

Add Multiple subscription plans individually for a client

1. On the Home page, select the Clients option under Quick Actions.
2. Click on an individual client
3. From the top right, click on ‘Add to another plan’ option