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What is the Ticket Management Report?
What is the Ticket Management Report?

View unpaid balances, visit transactions, client payments, payment history, balance due

Mikayla avatar
Written by Mikayla
Updated over a week ago

First off, what's this thing called a ticket? 🤔 

Tickets hold all of the information about a client's appointment, and the payment for that appointment. A ticket will break down everything the client purchased (the service, class, or workshop they came in for, and any packages, products, or custom items added), any transactions tied to the visit, the breakdown of what has been paid, and what the client still owes. 

Here's what they look like 👇

View the Ticket Management Report

You'll be able to access the Ticket Management Report using these steps:

  1. From the three-line menu in the upper left, choose Payments

  2. Select the Tickets tab

  3. You have the option to filter by date range, payment status, provider, or 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 if needed!

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! ✨ 

What's Next?

  • If you're looking for a report outlining all of your completed sales, check out this article all about our Transaction Report. 

  • Learn all about the other reports available to you!

  • Need to chat? We're here!

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