Training 15 Transaction Summary & Failed Payments Print

Introduction to the transaction summary in the finance module of Fitbox. Display of all transactions flowing through Fitbox for a gym. Explanation of the status and details of payments attached to a user. Features like filtering data and exporting to Excel. Importance of reviewing failed transactions for membership payments. Explanation of a separate tab for failed transactions. Fitbox's policy on not automatically retrying failed payments. Necessity to engage with members for correct settings and funds. Process to retry a transaction by finding the member's record. Example: Gene's failed transaction due to missing payment information. Using the search function to find Gene and ensure his payment details are entered. Demonstration of retrying the payment. Summary: The video introduces the transaction summary screen in the finance module of Fitbox, which displays all the transactions for a gym. It shows the status and details of payments linked to users, including the amount and membership products. Users can filter this data and even export it to Excel. A crucial aspect highlighted is the importance of reviewing failed transactions for membership payments, which are available on a separate tab. Fitbox doesn't retry failed payments automatically, so gym owners or managers need to engage with members to ensure their payment settings and funds are accurate. The video demonstrates how to retry a transaction by finding a member's record, using Gene's failed transaction as an example. The reason for Gene's failed transaction is his missing payment information. The presenter uses the search function to locate Gene, ensures he has entered his payment details, and then retries the payment.