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Knowledge Base |
Viewing Client Check-in History
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This article and video will guide you on how to View a Prospect/Customer/Member's Check In History.
Requirements - A Master Admin login or a staff type with the following permissions:
To generate this report, find the prospect/customer/member and click on All Detail > Check-in > View Check In History > select a date range > Generate Report. The results will display on screen and show the number of check-ins, date of the check-ins, and the club location of the check-ins.
2. Export to Excel or PDF
This data can also be exported by clicking on export to Excel or export to PDF. The exported reports will include a detail page with the selected date range, as well as a summary page with year over year totals.
We have a few clients who are close to hitting their milestone classes, but we can't figure out how to see how many classes an individual has taken.
Requirements - A Master Admin login or a staff type with the following permissions:
- Member Management: General - can access client options
- Club Check-In - Can view check-in access log
Generating The Check-in Log Report
1. Locate Client and Run Report
To generate this report, find the prospect/customer/member and click on All Detail > Check-in > View Check In History > select a date range > Generate Report. The results will display on screen and show the number of check-ins, date of the check-ins, and the club location of the check-ins.
2. Export to Excel or PDF
This data can also be exported by clicking on export to Excel or export to PDF. The exported reports will include a detail page with the selected date range, as well as a summary page with year over year totals.
Frequently Asked Questions
Why can't I view check in history prior to 2010?- At this time, ClubReady only has the capacity to hold check-in data dating back to 2010.
We have a few clients who are close to hitting their milestone classes, but we can't figure out how to see how many classes an individual has taken.
- You can find this information using the steps shown above. We also have a report that will show you this information for all of your active or inactive members. You can find this by going to Reports > Members > Total Check-Ins.
- *If the customer checked in through the Class Kiosk App or the Check In Web Kiosk this will add a check in to their profile. If they do not check in and the staff marks them as a show, a check in is NOT added.
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