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    The Trainer Liability Report [Breakdown]

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    The Trainer Liability Report shows the number of sessions that a Member has completed versus the price that they have paid to complete them.

    There are three reasons as to why a Member might appear on this report:

    1. The Member has expired sessions.
    2. The Member has sessions that were paid for (or comped) but not used.
    3. The Member has sessions that were used but not paid for.

    For an event to appear (in the Sessions Paid/Not Paid columns), that event must, first, include a member service and, secondly, be set to a chargeable status (Ex. Completed, Cancel - Charge, No Show - Charge). Unlike other reports, the Trainer Liability Report does not offer backdating. Instead, it is designed only to display a club’s current standings. The report can also be set for ‘all’ or ‘individual’ employees. (Click here for steps on how to access, filter, and schedule this report.)

    How to Read the Trainer Liability Report

    Each member service attached to an agreement is represented by their own row. It is possible for a Member to appear multiple times within a report provided that they exhibit liability towards more than one event.

    For descriptions of the various ways that dollar values are decided, click here.

    Color Key:

    White Stripe = The event is paid for.
    Red Stripe = The event is yet to be paid for.

    • Location: The location in which an event was purchased.
    • Sale Date: The date in which the event's purchase occurred. 
    • Member: The Member who purchased the event.
    • Agreement ID: The identification number to which the agreement is assigned.
    • Member Service: 
    • Event Type: The event the Member purchased. (Ex. Personal Training, Group Training, Class, Fitness Consultation, and Assessment)

      Note: If the event is either Fitness Consultation or Assessment, then a Member Service was purchased as part of the agreement.

    • Sessions Expired (count): The number of non-comped sessions that a Member has paid for that have now expired.
    • Sessions Expired ($): The total value of a Member’s non-comped sessions that have now expired.
    • Sessions Expired Comped (count): The amount of a Member’s comped sessions that have now expired.
    • Sessions Expired Comped ($): The total value of a Member’s comped sessions that have now expired. 
    • Paid Sessions Not Used (count): The number of non-comped sessions that a Member has paid for but not used yet. (This includes units not booked and pending events.)
    • Paid Sessions Not Used ($): The total value of non-comped sessions that a Member has paid for but not used yet. (This includes units not booked and pending events.)
    • Paid Sessions Not Used Comped (count): The number of sessions that a Member has been comped for but not used yet. (This includes units not booked and pending events.)  
    • Paid Sessions Not Used Comped ($): The total value of sessions that a Member has been comped for but not used yet. (This includes units not booked and pending events.)
    • Completed Sessions Not Paid (count): The number of sessions that a Member has completed but not paid for. (This figure does not account for future sessions.)
    • Completed Sessions Not Paid ($): The total value of sessions that a Member has completed but not paid for. (This figure does not account for future invoices.)
    • Completed Sessions Paid (count): The number of sessions that a Member has completed.
    • Completed Sessions Paid ($): The total value of a Member’s completed sessions, based off of the default price of the service.
    • Renewal Type: Details which type of renewal an agreement possesses. (Ex. 'None', 'Auto-Extend')
    • Salespeople: The club employee who performed the sale.
    • Trainers: The Trainer currently assigned to the Member, according to that Member’s account.
    • Fee Name: The name given to an agreement's added fee. 
    • Fee ($): The cost of the fee.

      Note: Fees do not figure into report calculations.
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