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Track your recurring reservations

This guide explains how to track past and present recurring reservations from the Reservations section, using filters by customer, status, membership, and class type.

Written by Costa Bontioti

📝 Overview

You can track all recurring reservations, past and present, from one place. The simplest place to do this is from Classes/Appointments ➜ Reservations, where you will find a variety of filter options to help you.

💡 New to recurring reservations? For what they are, how they work, and eligibility requirements, see the overview here.


🔍 Track Reservations With Filters

The Reservations section lets you narrow down reservations by customer, status, membership type, and class type. Each option is covered below.

Click the arrow to learn more about the filter options

🔵 Search by Customer

Search by customer name to show all reservations made for a specific customer.

Manage Recurring Reservations

🟠 Filter by Reservation Status

In this example, we are looking at all the active reservations for John Doe. Active reservations can be edited from the drop-down on the right-hand side. For more on editing reservations, see the guide here.

Manage Recurring Reservations

In this example, we are filtering all the completed reservations.

Manage Recurring Reservations

Completed reservations cannot be edited, but you can view the details of the reservation, i.e. attended classes.

Manage Recurring Reservations

🟣 Filter by Membership Type

Track recurring reservations made on specific memberships.

Manage Recurring Reservations

🟢 Filter by Class Type

Track reservations made for specific classes.

Manage Recurring Reservations

💡 It is also possible to view details of recurring reservations direct from a customer profile. This can be done from CustomersCustomer Listcustomer profileRegistrations tab.

Manage recurring reservations from the customer profile

❓ 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

Can I edit an active recurring reservation?

Click the arrow to see the answer

Yes. Active reservations can be edited from the drop-down on the right-hand side of the Reservations list. For more on editing reservations, see the guide here.

Can I edit a completed reservation?

Click the arrow to see the answer

No. Completed reservations cannot be edited, but you can view the details of the reservation, such as attended classes.

Can I see a customer's recurring reservations from their profile?

Click the arrow to see the answer

Yes. Head to CustomersCustomer Listcustomer profileRegistrations tab.

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