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Adding filters to member profile tabs (course/appointment passes and bookings)

This article explains the different views available for filtering bookings and course/appointment passes.

  1. Filter members' course/appointment passes:

Go to the "Course pass" or "Appointment pass" tab of a member profile. There you'll find all their course passes and appointment passes. For better visibility, you can target specific passes by using a filtered view.

Three possible filter categories:

  • Validity: Expired, Active, or Valid

  • Invoice: Cancelled or non-cancelled invoice

  • Credit: With remaining credits or without credits

    If you don't see all of your client's passes, that means a filter has been applied. Feel free to remove all filters to get a full overview.

    2. Filter the member's bookings:

This time, go to the "Bookings" tab of a member profile. There you'll find all their bookings. As with course/appointment passes, you can target specific bookings using filters:

  • Attendance: Present or absent

  • Recurring booking: Recurring or not

  • Cancellation: Not cancelled / Session cancelled / Who cancelled it? (Manager / Member)

  • Booking timing : Future or past

  • Refund: Refunded or not

  • Teacher: Which teacher?

For any additional information about managing your members, visit the "Members" section of the help centre.

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