The Fit+club mobile app provides comprehensive “Party Details” screens, offering a complete overview of your clients, including their contact information, financial transactions, and a dedicated section for their reward history.
👥 Viewing Party Details & Loyalty Reward History #
Understanding your clients goes beyond just their contact information. Fit+club allows you to delve into their financial activity and loyalty program engagement from a single, detailed view.
Feature Overview #
The Party Details screen and its sub-sections allow you to:
- Access comprehensive information for each party (customer/client).
- Review their contact details and address.
- See a summary of their financial transactions (as explained in previous documentation).
- View their complete “Reward History”, including points earned and redeemed.
- Monitor client loyalty and engagement.
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, which typically defaults to an “Overview” or “Transactions” tab.
- From the “Parties” list, tap on the specific party (customer/client) whose details you wish to view (e.g.,
Understanding Party Details #
The “Party Details” screen is organized into tabs for easy navigation:
- Overview/Transactions Tab (Default):
- This tab usually displays the top-level financial calculations for the party (Total Amount, Total Paid, Balance Due, Closing Balance) and a chronological list of all associated transactions (Sales Invoices, Payments In/Out, etc.). This gives you a clear financial ledger for the client.
- Reward History Tab:
- To view the client’s loyalty points and redemption history, tap on the “Reward History” tab.
- This section provides a detailed breakdown of their reward activities, including:
- Date: The date the reward points were earned or redeemed (e.g.,
23-07-2025). - Points Earned/Redeemed: The number of points added to or subtracted from their balance (e.g.,
+50,-20). - Description/Remark: A brief description of the transaction (e.g.,
Points issued for sales invoice SI/AA000016,Points redeemed). - Current Balance: The client’s reward point balance after that specific transaction.
- Date: The date the reward points were earned or redeemed (e.g.,
The Reward History tab is crucial for understanding client loyalty, tracking their participation in your reward programs, and identifying opportunities for re-engagement based on their earned or redeemed points. By accessing these details, you can offer personalized promotions and enhance customer relationships.