How do I filter, search, or report on packages?

Why Use This Feature?

Filtering and reporting tools help you stay organised, monitor package usage, and analyse income generated by packages.

Step-by-Step Instructions

1. Go to Products > Packages.

2. Use the filter icon to narrow results by:

   • Package status (active, expired, first booking pending, frozen)

   • Auto-renew enabled or disabled

3. Use the search bar to find:

   • Packages by name

   • Clients who purchased a package

4. To view package revenue:

   • Go to Reports > Payments.

   • Package purchases are included in Gross Volume and Net Volume.

   • They are not included in MRR (Monthly Recurring Revenue) or active membership counts.

   • Use the Type filter in reports to isolate package revenue.

What Happens Next

You’ll be able to quickly find packages or clients, filter by status, and understand the financial impact of package sales.

Success Tip

Run regular reports filtered by package type to see which products are driving the most income.

Try the How To Guide