This report summarizes membership Follow-Up activity for a selected date and Month to Date. It can be filtered by location and employee.
This section summarizes tours and visits for prospective members by type.
- First Time Appointments: Scheduled tours/visits for first-time guests who have never signed the Digital Guest Waiver (DGW)
- Be Back Appts: Scheduled tours/visits for guests who are already in the system because they signed the DGW on a past visit
- First Time Unscheduled Visit Events: Walk-ins by first-time guests
- Be Back Unscheduled Visit Events: Walk-ins by returning guests who signed the DGW on a past visit.
This lists Follow-Up calls, emails, and texts made to Prospects and Members with the following statuses:
- Lead: New Prospect accounts created in Club OS by a staff member.
- Web Lead: New Prospect accounts that originated via the club's web lead form (Their account will list 'Web' as the Origin.)
Referrals: New Prospect accounts that originated via a referral (Their account will list 'Referral' as the Origin.)
- Tour Booked: Prospects who have scheduled an appointment with club staff
- Tour No Show: Prospects who failed to attend their scheduled appointment with club staff
- Missed Sale: Prospects who attended their appointment but have not purchased a membership or accepted the club's guest pass
- Active Guest: Prospects who accepted a guest pass and are still currently within their guest pass period
- Expired Guest: Prospects who accepted a guest pass that has since expired
- Member: Members with a current membership in good standing
- Member - Pending Cancel: Members who have informed the club they plan to cancel their membership
- Member - Freeze: Members who have temporarily suspended their account
- Member - Delinquent: Members who have a past due balance and/or an agreement in a delinquent state
- Inactive Member - Expired: Clients whose membership naturally expired
- Inactive Member - Canceled: Clients who actively cancelled their membership
- Inactive Member - Collections: Clients whose membership is in Collections
This is a total count of the calls, emails, and texts (includes both scheduled Follow-Ups and Unscheduled/Direct Contact) that are either scheduled or have been made on the designated date and Month to Date.
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