Fitertz • The Ultimate App for Personal Trainers & Nutritionists

Financial Tracker

Effortlessly monitor client payments and gain valuable financial insights with Fitertz Financial Tracker feature. Access a summarized overview or dive into detailed transaction records, enabling seamless management of your fitness center’s finances.

Introduction:
Welcome to the Financial Tracker feature by Fitertz! This tool enables admins to effortlessly track payments received from clients, providing valuable financial insights to manage fitness center operations effectively. This user manual will guide you through how to utilize this feature and access its functionalities.

Accessing Financial Tracker:
Navigating to Financial Tracker:

Log in to your Fitertz admin account and access the admin dashboard. Click on the Financial Tracker tab to enter the feature.

Overview Section:

The Overview section provides a summarized view of financial transactions, displaying key metrics such as total revenue, number of transactions, and subscription types.

Adding Payment Details:

To add a new payment, click on the ‘+’ icon in the Financial Tracker. Enter the required details including the username of the client, date of purchase, and subscription type.

Submitting Payment:

After entering the payment details, submit the payment to record it in the system. This ensures accurate tracking of payments received from clients.

Detailed Overview:
Accessing Detailed View:

Click on the Detailed View section to access a comprehensive overview of financial transactions. Here, you can view detailed information about each transaction.

Filtering Transactions:

Use the filter option to narrow down transactions based on specific criteria such as date range. This allows you to focus on transactions within a specific time period for analysis and review.

Transaction Details:
Viewing Transaction Details:

Each transaction listed in the Detailed View section includes information such as the username of the client, amount paid, paid date, and name of the subscribed subscription.

Analyzing Transactions:

Analyze transaction details to gain insights into revenue trends, client payment behavior, and subscription preferences. Use this information to make informed decisions and optimize financial management strategies.

Conclusion:
Congratulations! You’ve completed the Financial Tracker user manual. With this feature, admins can easily track payments received from clients and gain valuable financial insights to manage fitness center operations effectively. Start utilizing the Financial Tracker today and streamline your financial management process with Fitertz!