See which clients own each product
Use the Client products overview to find memberships and block cards, remaining credits, and items needing attention.
Before you start
- Permission to view products and clients
- 1
Open Client products
Go to Products → Client products. The summary shows clients with products, active products, and products that need attention.
- 2
Search and filter ownership
Search by client or product, then filter by Membership or Block card/service, a specific product, and status: Active, Unpaid, No credits, Expired, or Inactive.
- 3
Review validity and credits
Each row shows the product, payment status, remaining credits or unlimited access, and expiry date. Use this to answer both ‘Who owns this product?’ and ‘Which products does this client have?’
- 4
Open the client
Select a row to open the client profile for full booking, payment, note, and product history. Active memberships and block cards also appear as compact context during dashboard check-in.
- 5
Export the current result
Apply the filters you need and choose Export CSV. The export contains the currently filtered rows for operational follow-up or reconciliation.
Tips
- Treat CSV exports as personal data: store them securely and delete them when no longer required.