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Prospect and Member Statuses

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Prospect and Member statuses are categorized according to which Follow-Up Schedule each status pertains to: Membership or PT. Read below to discover each status’ definition and follow-up designation.

Membership Follow-Up Statuses

Lead: A Prospect who originated either as a telephone inquiry, outreach, or other.

Web Lead: A Prospect who was acquired through their submission on the location's website, via a webform, or via Facebook.

Referral: A Prospect who was acquired via recommendations from pre-existing Prospects and/or Members (usually through the 'Add Referrals' options available throughout the site, or through a Referral form).

Appt Booked: A Prospect who has scheduled a sales appointment with club staff.

Appt No Show: A Prospect who scheduled, but failed to attend, their sales appointment.

Active Guest: A Prospect who is currently within their guest pass period.

Missed Guest: A Prospect who arrived at their sales appointment (or had an unscheduled visit) but filled out the Digital Guest Waiver and yet declined to purchase membership or activate a guest pass.

Expired Guest: A Prospect who activated a guest pass yet no longer remains within their guest pass period.

 

Member: Anyone who has purchased a club membership.

Member - Pending Cancel: A Member who has indicated that they would like to cancel their membership using their thirty-day notice.

Member - Freeze: A Member who has put their membership on hold due to vacation, life changes, etc.

Member - Delinquent: A Member who has transitioned into a delinquent status within a club’s billing software.

 

Inactive Member - Canceled: A Member who has canceled their membership.

Inactive Member - Expired: A Member who has not renewed their expired membership.

Inactive Member - Collections: A Member who was past due on their membership and the location sent their account to collections.

PT Follow-Up Statuses

ORT Not Booked: A Member who has not yet scheduled their Orientation event with staff.

ORT Booked: A Member who has scheduled an Orientation event with staff.

ORT Show: A Member who, both, scheduled and subsequently attended their Orientation event.

ORT No Show: A Member who scheduled, but failed to attend their Orientation event.

Note: "OTR" can be adjusted to display customized verbiage, if desired.

 

PT Active: A Member who is currently in possession of a PT agreement that ha available PT sessions.

PT Canceled: A Member who has canceled their PT agreement.

PT Inactive: A Member who has any number of remaining PT sessions, but has not consumed any sessions within the a specific number of days.
Note: The number of days for this status to apply is customizable within our system and can be adjusted, if desired.

PT Opportunity: A Member whose total of available PT sessions have decreased below a specific threshold.
Note: The number of sessions for this status to apply is customizable within our system and can be adjusted, if desired.

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