Skip to main content

Packages - Status report (v1)

Center managers can use this report to get a snapshot of the status of the packages sold at their center during a date range

Package statuses

  • Active: Guest is currently using the services in the package and some sessions are pending

  • Frozen: Guest does not want to use the benefits of the package for a time period and the front-desk staff moved the package to the frozen state

  • Expired: Package has past the validity period

  • Cancel/Refund: Guest canceled the package and the front-desk staff refunded the balance amount

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page, search for and select the Packages - Status report.

  3. If the report has many columns, scroll horizontally to the right or left to view all columns.

  4. To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.

  5. Click Refresh.

Note

To view packages with pending schedule payments, select the Show schedule payment dates checkbox and click Refresh.

Column description

Column

Description

Package Name

Package name

Guest

Guest who purchased the package

Start Date

Date starting which the guest can use the benefits of the package

End Date

Date by which the guest can use the benefits of the package

Purchase Price

Price at which the guest purchased the package

Credit Amount

Amount paid by the guest to purchase the package

Balance

Total amount due for payment

Status

Package status

# of Scheduled Payments

Total number of scheduled payments for the recurring package

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

# of Scheduled Payments Completed

Number of scheduled payments that the guest already paid for the recurring package

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

Due Amount

Total amount that is due towards payment for the recurring package

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

First Scheduled Payment Date

Date on which the guest is due to pay the first scheduled recurring payment for the package

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

Next Scheduled Payment Date

Date on which the guest is due to pay the next scheduled recurring payment

Important

Based on the date on which the report is generated, the next scheduled payment date will also change. For example, if you run the report on May 20, and the next scheduled payment is on June 15, you will see June 15 in this column. Otherwise, this column will be blank.

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

Last Scheduled Payment Date

Date on which the guest is due to pay the last scheduled recurring payment for the package

Note

You will see this column only if you've selected the Show scheduled payment dates checkbox while generating the report.

In this section: