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