The Client Visits screen shows details for all past visits, including date, time, location, booking status, and more. On this page, you can filter the attendance data for a specific date range, or use one of the "view" filters to break down the visit history by service type.
Contents
- Location of Client Visits screen
- Visits view
- Logins view
- Appointments view
- Cancellations view
- Buttons and filters on this screen
- Related articles
Location of Client Visits screen
To get to the Client Visits screen:
- In the top left corner of your MINDBODY site, click inside the Search for or jump to a client field.
- Type the client's name into the box, then click on the client's name when you see it come up in the search results. This will take you to the client's Home screen. This screen has quick links to each of the client management screens.
- Click on Visits.
Note: If you come to the Client Visits screen often, you can set it as your default client lookup landing page.
Back to top
Visits view
This is the default view for the Client Visits screen. Attendance history is listed in reverse chronological order with the most recent visit at the top.
To view client attendance history:
- Look up a client, and click Visits.
- Tick the radio button to Show All Dates, or choose a date range.
- From here you can:
- Click on the class or event link under the Description column to view the sign-in sheet and make corrections as needed.
- Click on the appointment description to view the scheduled service on your appointment's calendar, and make updates to the appointment details.
- Click on the pricing option link in the "Payment Info" column to view all associated visits.
- In the right corner, you use the visit type filter to the visits displayed on this screen.
- At the bottom right, click on the XLS icon to download a .cvs file and open your client's visit data in Excel, or click on the printer icon to print the client's visits history.
- Date: The date and day of the week when the visit occurs.
- Time: The start and end time of the service.
- Description: The name of the class, enrollment, or appointment type.
- Teacher: The name of the staff member that performed the service.
- Location: Where the service takes place.
-
Status: The attendance status of the visit.
- Signed-in: When a client arrives for their scheduled service and is signed in, their reservation will be updated to this status.
- Absent: The client missed (or hasn't yet shown up for) their reservation. This status is shown when a client's visit is scheduled for today but hasn't yet begun--it will change to "Signed-in" as soon as the client is signed in. This status is also used when an appointment in the past has not been checked out.
- Completed: Once a client's appointment is checked out this status will display on their visits screen.
- Late Cancel: This status will display on services that are canceled by the client within the cancellation window.
- Reserved: If your date range ends on a future date, you will see this status on future booked services. Note: If the client has been signed in the status will be updated to "Signed-in."
- Payment Info: The name of the pricing option that paid for the visit. If the visit was not paid for it will show "Unpaid (Service Category Name)." Note: If the pricing option that pays for the service is shared or purchased by another client, an icon will appear to the right of the Payment Info. You can hover over this icon to learn more about the pricing option.
-
Created By: The username of the person who created the reservation for the visit. This can be the owner, a staff member, or the client if they made the reservation in consumer mode. This field will also contain a time and date stamp of when the reservation was booked.
- The end date can be pushed forward to see data for future visits, which is helpful when a visit was booked by an employee for the future and you need to know who made it.
- If a client was added to a class from the waitlist, the Created By line will show who added the client to the class, not who added the client to the waitlist.
-
Totals: If you do not select the Show All Dates option in the date range, this may not show the totals for your client's entire history with your business.
- Total visits: The total numbers for the client's visits during the selected date range. Note: If there are Late Cancel or Absent visits listed, they will be counted in the total number of visits.
- Total hours: The total hours for all of the client's visits during the selected date range. Note: If there are Late Cancel or Absent visits listed, they will not be counted in the total number of hours.
Logins view
Displays any instance of the client logging into consumer mode. Login history is listed in reverse chronological order with the most recent login at the top.
To view a client's login history:
- Look up a client, and click Visits.
- Click Logins under the "Date Range".
- To adjust the date range, click the radio button to Show All Dates or choose a date range.
- Name: First and last name of the client.
- Location: Login location.
- Date/Time: Date and time when the client accessed their account in consumer mode.
- Total Logins: Displays the total number of logins that occur within the date range you selected.
Appointments view
Displays any appointments booked for the client and the status of those appointments.
To view a client's appointment history:
- Look up a client, and click Visits.
- Click the Appointments link in the right corner to see a breakdown of the client's attendance history for all appointment services.
- Note: To adjust the date range, click the radio button to Show All Dates or choose a date range.
- Date: The date of the appointment.
- Time: The start and end time of the appointment.
- Instructor: The staff member that the original appointment was scheduled with.
- Location: Where the appointment takes place.
- Description: Lists the service category and appointment type that was booked.
- Type Purchased: Name of the pricing option used to pay for the appointment.
- Booked online: This field lists as a "Yes" or "No" depending on how the service was booked.
- Payment Ref#: The reference number for the pricing option used to pay for the appointment.
- Notes: A notes icon will appear if notes were added to the appointment. Hover over this icon to view the note details.
-
Totals: If you do not select the "Show All Dates" option in the date range, this may not show the totals for your client's entire appointment history with your business.
- Total appointments: Lists the total number of appointments in the client's history client's visits during the selected date range.
- Total hours: The amount of time (in hours) for all the client's visits during the selected date range.
Cancellations view
Displays any visits that were canceled either for or by the client. It is like a personal Cancellations Report for just that one client.
To view a client's cancellation history:
- Look up a client, and click Visits.
- Click the Cancellations link in the right corner to view a list of all cancellation details in reverse chronological order.
- Date/Time of cancellation: The date and time the service was canceled.
- Canceled by: The first and last name of who performed the cancellation. This can be the owner, a staff member, or the client.
- Date: Date of the service booked.
- Time: The start time of the canceled service.
- Type: The name of the service that was canceled.
- Location: The location where the service was booked.
- Teacher: The staff member assigned to the canceled service.
- Method: The method refers to the cancellation type: Late Cancel or Early Cancel. Note: Late Cancelled services will appear as "charged" on this screen.
- Total cancellations: The total of services that have been canceled.
Buttons and filters on this screen
-
Date Range: By default, the Select Date Range radio button is selected. If you want to automatically see a longer or short period of time, you may change this default in the Client Management section of the General Setup & Options screen.
- Show All Dates: This will show every visit the client had associated with their account.
- Select date range: This displays visits between the selected Start Date and End Date.
- All Visit Types: By default, you will see all visit types. Using this filter, you can filter out specific visit types by selecting a specific service category from the drop-down menu. This can be useful if you or the client need specific information about their visit history.
- Tools: Use the Tools button at the top right to set the client Visits screen as the default page when looking up a client, and/or manage your duplicate clients.
Export options
Located at the bottom right corner of this screen you will see two icons that will allow you to export the client's visit history. Note: Only the Visits view can be exported from the client's profile.
- XLS icon - By pressing the XLS icon, you can export the client visit history. This will include information for all visits regardless of the filters that were used. Note: Some details, such as the pricing option payment date, may be excluded when using the XLS option.
- Print icon - By pressing the print icon your computer should pop up the print preview window where you can proceed to print the document.
Located at the top right of your client's profile screen, you can click on each of the submenu links to access more information on your client's activity.
- Client Home: This screen gives you an overview and direct access to specific client details.
- Profile: Your client profile screen is the central hub for all your client information, such as billing.
- Contact logs: Help you manage and keep track of what you talk to your clients about.
- Schedule: Displays upcoming appointments and/or reservations.
- Visits: Shows details of your client's attendance history.
- Purchases: View your client's purchase history and manage sales.
- Account Details: Displays your client's details for all purchased services, memberships, contracts, and account debits or credits.
- Documents: Upload and save important documents into your client's accounts.