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How can I keep track of my customers Penalties and Infractions?

This guide explains how to use the Late Cancel and No-Show Penalties report to track customer infractions, and what each penalty status means.

Written by Costa Bontioti

šŸ“ Overview

If you use penalty systems to charge customers for late cancellations and no-shows, the Late Cancel & No-Show Penalties report shows you every infraction that has been recorded.

This guide explains how to open the report, what each status means, and what information the report displays.

šŸ’” If you have not created a penalty system yet, see How can I set up a Penalty System? here.


šŸ“Š Viewing the Penalties Report

To find the penalties and infractions that have already been recorded, go to Reports āžœ Events āžœ Late Cancel & No-Show Penalties, where it sits under the Penalty Systems heading.

The report displays the following information for each infraction.

Customer Name

The customer this penalty is for

Penalty Actions

The infraction which triggered the penalty

Date/Time

When the penalty was triggered

Event Type

Which event the infraction took place in

Venue

The venue of the event

Customer Membership

The membership they used to register for the event

Penalty Name

The name of the penalty triggered

Penalty Amount

The amount the customer has been, or is due to be, charged

Payment Due

When the customer will be, or has been, charged


šŸ” Understanding Penalty Statuses

Each infraction in the report carries a status, which tells you whether it counted towards a fee and whether the customer has been charged.

Click the arrow to learn more about each penalty status

The strike was counted towards a penalty fee that triggered a payment, but it was not the one that triggered it.

The strike has not yet triggered a fee, but it is within the penalty system's window so it is still eligible to trigger one.

The strike triggered a fee and the customer has been charged.

The strike triggered a fee but the customer has not yet been charged.

The strike has not triggered a fee and it is now outside the penalty system's window, so it can no longer trigger one.

The strike is associated with a penalty system that has been edited, archived, or had its penalty count reset.

The strike triggered a fee but the payment was later voided or skipped.

šŸ’” Hover over the ā“˜ icon next to a penalty's status to see the infractions attributed to that penalty.
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ā“ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

How do I set up a penalty system in the first place?

Click the arrow to see the answer

Penalty systems let you set the rules for when a late cancellation or no-show results in a fee, including how many strikes are allowed and over what period.

For the steps, see How can I set up a Penalty System? here.

Why does a strike show as no longer able to trigger a fee?

Click the arrow to see the answer

Each penalty system has a window of time during which strikes count towards a fee. Once a strike falls outside that window, it stays on the record but can no longer contribute to triggering a charge.

Strikes can also stop counting if the penalty system itself has been edited, archived, or had its count reset.

Can I see which infractions made up a particular penalty?

Click the arrow to see the answer

Yes. Hover over the ā“˜ icon shown next to the status of a penalty, and it will outline the infractions attributed to it.

Where can I see all the other reports available?

Click the arrow to see the answer

For a full list of every report, organised by category, see An Overview of Reporting here.

Can I reset a penalty counter?

Click the arrow to see the answer

Yes. You can reset any existing strike counts for an active penalty system to 0, however, this will apply to all customers with the assigned memberships (not just an individual customer).

To reset a penalty counter, go to Pro Tools - Penalty Systems, click Options to the right of the Penalty you would like to reset the counter for, and then Edit. Scroll to the bottom of the next screen, and you will see the Reset Penalty Counter button there.

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