The Programs & Sessions report shows how your programs are running, across all of them or one at a time. See how each coach's one-to-one sessions went, how many group calls were held, and how each tier is doing. It's on Voyager and up.
Who can see it
- Memberships has to be turned on for your workspace, and you need permission to view clients.
- On Cadet, the Programs & Sessions card shows locked with the Voyager plan. Selecting it opens the upgrade details, not the report.
- Only the owner and admins see money. Everyone else who can open the report, front-desk staff included, sees every count. In place of the MRR column they see Monthly revenue shows to the owner and admins.
- Staff limited to their own clients see only their own members and sessions.
Open the report
- Open Reports.
- Under Programs & sessions, select Programs & Sessions.
- Choose a period: This month, Last month, Last 30 days, This quarter or Custom dates…. A report covers up to 92 days.
- If you run two or more programs, use the Program filter to pick one. All programs is the default.
The line above the figures sums up the period and program you picked.
Read the top of the page
A one-line summary sits above four figures:
- Sessions: one-to-one sessions in the period.
- Attended: how many of those were attended, with the number of no-shows beneath it.
- Show-up rate: attended sessions out of attended plus no-shows.
- Group calls held: group calls that took place.
Any sessions booked but not yet held are noted as upcoming and stay out of the show-up rate. A session or group call shared by two programs counts once.
A zero shows as None. So does a show-up rate before any session has finished.
By coach
By coach lists one-to-one sessions for each coach, with Sessions, Attended, No-shows and Show-up, and a total at the end.
- Group calls aren't counted here.
- A session nobody marked as a no-show counts as attended, so mark no-shows to keep the rate accurate.
- Unassigned means the session has no coach. Former team member means the coach has left your team.
By tier
By tier lists each program tier with:
- Members: members today.
- MRR: monthly recurring revenue today, in the program's currency. Owner and admins only.
- Renewals due: renewals in the month after the period. The table's subtitle names the month.
- Left and Joined: members who left or joined during the period.
Two things to know about MRR:
- Paused members are included. Their monthly amount stays in the figure.
- Other currencies are counted, not added. If your programs use different currencies, the total lists each one on its own, such as $10,269 · €490. Nothing is converted. A member billed in a different currency from their program counts in Members, but their revenue isn't included anywhere, and a note below the table says how many.
MRR comes from your members' plans. It isn't money collected, so it won't match your payments for the month.
Export the report
Once the report has loaded, select Export CSV. On a phone, open the More menu first. The file holds what's on the page, by coach and by tier. For anyone who doesn't see money, the file leaves it out too.
If something looks off
- No program activity in this range. Nothing happened in the period. Pick a longer one.
- Some sessions weren't counted. The range holds more than the report reads at once. Pick a shorter period for exact figures.
- A no-show shows as attended. Nobody marked that session as a no-show. Mark it, then open the report again.
- MRR looks different from what you collected. MRR includes paused members, lists each currency on its own, and isn't based on payments. It also leaves out members billed in a different currency from their program.