First off, what's this thing called a ticket? 🤔
Tickets hold all of the information for you about a client's appointment and the payment for that appointment. A ticket will break down everything the client purchased (from the service, class, or workshop they came in for, to packages, products, or custom items), each transaction tied to the visit, and the breakdown of what has been paid, and what the client still owes.
Here's what they look like 👇
You'll be able to access the Ticket Management Report using these steps:
- Navigate to Settings
- Click on the Payments & Products tile
- The ticket report will be directly below the information about payment integrations!
The Ticket Management Report will be a record of every ticket within your account. There are quite a few filters for you to sort through the tickets:
- Sort by date range
- Sort by Status (No-Show, Paid, Balance Due)
- Sort by Provider
- Sort by Client
This report is a great place to go to get an idea of what's been going on in your account when it comes to payments. You'll be able to pull a list of a client's unpaid tickets, or pull a list of no-shows from last week!
Print or Email Ticket
If a client needs a record of what they paid for their visit, you'll also have the option to print or email their ticket (by clicking the three vertical dots to the right of the ticket total), which will have the breakdown of what they purchased, and each payment they made! ✨
If you're looking for a report outlining all of your sales, check out this article all about our Recorded Revenue report.