The Fit+club mobile app provides an in-depth view for each “Party” (customer or client), allowing you to quickly grasp their financial standing with your business through top-level calculations and a detailed transaction history.
👤 Party Details: Financial Summary & Transaction History #
Understanding individual client accounts is critical for effective management. The “Party Details” screen offers a comprehensive overview of each client’s financial activity.
Feature Overview #
The Party Details screen allows you to:
- View key financial calculations related to the party’s account.
- Access all associated transactions, including both money in (Pay In) and money out (Pay Out).
- Review a detailed history of their interactions.
- Get a complete picture of their financial relationship with your business.
Step-by-Step Instructions: #
- Log in to your Fit+club account on your mobile device.
- Navigate to the Party Management Section:
- From the main dashboard or the bottom navigation bar, locate and tap the “Parties” icon.
- This will take you to the “Parties” list screen, which displays a list of all your existing clients.
- Select a Party to View Details:
- From the “Parties” list, tap on the specific party (customer/client) whose details you wish to view (e.g.,
Test Customer). - This action will open the “Party Details” screen.
- From the “Parties” list, tap on the specific party (customer/client) whose details you wish to view (e.g.,
Understanding the Top Card Calculations #
At the top of the “Party Details” screen, you’ll find prominent cards displaying critical financial summaries for that specific party:
- Monthly Revenue: This card displays the total revenue generated from memberships for the current month (e.g.,
₹ 0.00). It gives you an immediate financial update on your membership sales for the ongoing month. - Active Subs: This card shows the total number of currently active subscriptions or active members (e.g.,
14). This metric is crucial for understanding your active client base and membership retention. - Leads: This card indicates the number of potential new members or inquiries (e.g.,
0). Tapping on this card (often indicated by an arrow or a clickable area) will typically lead you to a detailed leads management section, allowing you to follow up on these potential clients. - Today In: This card shows the total incoming payments or revenue for the current day (e.g.,
₹ 0.00). This is a quick summary of your daily earnings. - Due Today: This card highlights the amount of membership payments or other receivables that are due on the current day (e.g.,
₹ 0.00). This helps you identify immediate payment collections. - Daybook: This card (
Daybook) serves as a quick access point to your daily financial transactions and membership activities. Tapping on this will take you to a detailed Daybook Report, where you can see a chronological log of all money in and money out for the day.
These calculations provide an immediate financial health check for each client.
Viewing All Transaction Details (Pay In & Pay Out) #
Below the summary cards, the “Party Details” screen lists all transactions associated with that party, providing a transparent financial ledger. This section details both incoming and outgoing money related to the party.
- Date: The date of the transaction (e.g.,
23-07-2025). - Name: The name of the party involved in the transaction (which will be the current party’s name).
- Transaction Type: The nature of the transaction. This could include:
- Sales Invoice (SI): Indicates a sale made to the party.
- Payment In (PYI): Represents money received from the party.
- Purchase Invoice (PI): (Less common for customer view, but could appear if they are also a vendor).
- Payment Out (PYO): Represents money paid out to the party (e.g., a refund or a payment for a service they provided if they are also a vendor).
- Sr No: The unique serial or reference number for the specific transaction (e.g.,
SI/AB000016,PYI/AB00004).
By reviewing this detailed transaction list, you can trace the history of every financial interaction with the party, ensuring accuracy and aiding in dispute resolution or follow-up.
This comprehensive Party Details screen helps you maintain excellent customer relationships by keeping all relevant financial information readily accessible within the Fit+club mobile app.