Most of Bobclass is organised around one client or one session at a time. is the exception: it shows your bookings, sales, payments, invoices and receipts across every client at once.
It is where you go to answer questions about the business rather than about a person — what sold this month, what is still unpaid, how many sessions ran.
- — everything that has already run.
- — everything still to come, and where bulk work happens. Filter the list down, select several sessions, and change the activity, instructor, location or duration in one go — or . See Adding a client to multiple sessions .
- — every Class Pack, Membership and shop product sold, with its status. The filters here are worth knowing: lists sales that have not been settled, which is the quickest way to find bank transfers a client has declared but you have not yet confirmed. See Payments .
- — every payment received, across all clients.
- and — the PDFs you have issued. See Invoices and receipts .
Past bookings, Upcoming bookings, Sales and Payments each have an button, and everything comes out as a .csv file. Invoices and receipts cannot be exported.
Your client list is exported from the tab rather than from here. See Exporting data .