View all plans sold, including active and inactive plans. Use the Action Cards to view all plans that expire within the next 30 days, view limited plans/credit bundles that are running low on visits, and copy selected client email addresses to take action on the report's results. Export all tabs of the report, the Unlimited, Limited, and Credit Bundles tabs with filters applied, and export Action Card results for further analysis.

This report shows the current state of all plans ever. The report can show plans with all statuses but defaults to displaying only active plans. Limited, Unlimited, Intro Offers, Credit Bundles, and VOD plans are included in this report. This report displays all plans ever sold at your business.

The Unlimited, Limited, and Credit Bundle tabs each have a filter that allows you to select one or more plans/ bundles. Active and inactive plans can be selected. The location filter will display plans that can be used at the selected location.

Created: The date of the plan/ bundle's last payment. For recurring plans, this is the payment date from the plan's current payment period. For non-recurring plans, this is the date the plan was created in the system. This typically is the same date at a plan's start date, unless a future start date was chosen or the plan start's on the client's first visit.

Client: Client plan purchase was made under

Plan: Name of plan or bundle

Status: Active, Pending, Paused, Canceled, Completed

Active: Plans that are not Pending, Paused, Canceled, or Completed. Active plans include plans with scheduled cancelations and pauses. Plans with failed payments are also considered active

Pending: Plans that have not yet started, have a future start date, are considered pending

Paused: Plans actively paused

Canceled: Plans that are canceled and are no longer active

Completed: Expired plans, non-auto renewing plans that completed their commitment, and plans with zero sessions remaining

Ending: This column displays the date the plan ends. For non-auto renewing recurring plans/bundles, non-recurring plans/bundles, and Intro Offers, this date is the plan/bundle's expiration date. Auto Renewing plans will display as Auto-Renew

The Action Cards are a great way to proactively reach out to clients before their plans expire or run out of visits. Select clients from the report to copy selected client email addresses. For recurring plans, this created date is the most recent payment date from the plan's current payment period. For non-recurring plans, this is the date the plan was created in the system. This typically is the same date at a plan's start date, unless a future start date was chosen or the plan starts on the client's first visit.

Select the expiring plan Action Card to view all plans that expire within the next 30 days. The 30 day expiration date is determined by the plan's start date for non-recurring plans. For recurring plans, the expiration date is determined by looking at the plan's last payment date.

Select the low on visits Action Card to automatically have the Action Card Tab display all plans that do not auto refill after usage and are low on visits. Plans with 2 or fewer sessions remaining will display here. If one or both of the sessions are booked, the client will still appear under this section of the report. Intro offers do not get counted under the Active Plans “running low” card.