Actions needing attention
Calculated from applications, failed payments and outstanding PT/room charges.
Security & finance state
Membership mix
Upcoming bookings
Recent audit
Membership applications
Adult applicants complete a health declaration before submission. Any “Yes” answer must be reviewed before approval. EAKA applications also require eligibility verification. Approval emails the secure GoCardless setup link; membership remains inactive until the mandate and first payment are confirmed.
| Ref | Applicant | Plan | Age | Collection | EAKA | Health | Status |
|---|
PT & treatment-room agreement requests
Pay as you go is the standard professional option. Applicants may also request block days, monthly terms or exclusive room hire. TFP controls approval, rate, billing method, allocation and start date. Direct Debit and standing-order arrangements remain inactive until payment setup is confirmed; exclusive room hire also requires a signed contract.
| Reference | Applicant | Type | Requested | Submitted | Status |
|---|
Members
Click View for the full member record: contact details, Direct Debit status, payments, bookings and membership history. Approved applicants remain Awaiting Direct Debit until the payment provider confirms a valid mandate. Standard and agreed rates are kept separately so legitimate special rates never overwrite the normal membership price.
| No. | Name | Plan | Standard | Agreed | Collection | Status |
|---|
Professional PAYG card payments
Paid, pending and failed Stripe bookings for PT gym space and treatment rooms appear here automatically. Sandbox payments are clearly marked TEST and are not added to the live finance export.
| Payment | Professional | Service | Booking | Session | Amount | Provider ref | Status | Mode |
|---|
Membership payments
GoCardless mandate and payment events appear here automatically. Membership becomes active only after the first payment is confirmed; Paul and Billy do not approve routine monthly collections.
| Date | Member | Amount | Provider ref | Status | Finance |
|---|
Private PT & treatment diary
Database-level clash protection stops overlapping bookings for the same PT or treatment room. Members must be active to appear in the member booking list; anyone else can be booked as a non-member client.
Booking list
| Ref | Date/time | Type | Resource | Client | Created via | Payment | Status |
|---|
PT payment access
Mandate active confirms the bank instruction. Regular access starts after the first confirmed payment and no PT gym booking is then required. A failed or cancelled Direct Debit leaves access valid only through any existing paid-through date.
| PT | Plan | Provider | Mandate | Payment | Access | Paid through | Test controls |
|---|
PT arrangements
Special block-day or bespoke PT arrangements appear here when separately agreed. Standard PT access is approved once, then payment coverage is managed in PT payment access without another TFP approval.
| PT | Direction | Rate type | Normal | Agreed | Start | Status |
|---|
PT PAYG card payments
Hourly and full-day PT gym-space payments confirmed by Stripe. TEST payments are operational checks only and are excluded from live finance.
| Payment | PT | Booking | Session | Amount | Provider ref | Status | Mode |
|---|
PT charges / payments
| Charge | PT | Due | Due £ | Paid £ | Outstanding | Status |
|---|
Treatment-room arrangements
Approved pay-as-you-go practitioners book and pay for available rooms. Block-day or monthly arrangements are created only when agreed. Exclusive room hire blocks that room from other users and must not be activated until the separate room-hire contract is signed and the Direct Debit or standing order is confirmed.
| Practitioner | Room | Rate type | Normal | Agreed | Start | Status |
|---|
Treatment-room PAYG card payments
Treatment-room booking payments confirmed by Stripe. TEST payments are operational checks only and are excluded from live finance.
| Payment | Practitioner | Room | Booking | Session | Amount | Provider ref | Status | Mode |
|---|
Room charges / payments
| Charge | Practitioner | Room | Due | Due £ | Paid £ | Outstanding | Status |
|---|
Membership status report
Income / outstanding report
Finance posting queue
| Date | Event ref | Type | Source | In | Out | P&L category | Provider | Status |
|---|
Audit history
Shows important changes made in the connected LIVE system.
| Date/time | Admin | Area | Record | Action | Summary |
|---|
Membership prices
These values are stored in the database, not hard-coded into the future website.