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PT Orientations Completed Report

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This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by location or employee.

PT Orientations Completed Sample Report

Sample report

PT Orientations Completed Report Fields

  • Member Name
  • Member Email
  • ORT Completed Date/Time: The date and time in which the Member's Orientation occurred.
  • Subject: The subject of the event
  • ORT Made at POS: Displays a Y/N to indicate if the Member's Orientation was scheduled at the same time they purchased a membership agreement
  • PT Sold at ORT: Displays a Y/N to indicate whether or not the Member bought a PT agreement while attending their Orientation
  • Membership Sold Date: The date the Member bought their membership agreement.
  • Employee Name: The staff member who sold the Member their membership agreement.
  • Location Name: The club location where the membership was purchased.
  • Membership ID: The identification number attached to the Member's membership agreement.

 

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