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Club Defaults Report

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The Club Defaults Report summarizes the staff members set as the Location Defaults (My Club -> Location Settings -> Location Defaults) at one or more club locations. This allows you to quickly check that the correct follow-up staff are assigned to various forms of communication. (Learn more here about the location default settings.)

Sample Club Defaults Report

Club Defaults Report

Club Defaults Report Fields

  • Location Name
  • Default Member Sales: This is the default assigned Membership follow-up account. This employee will receive all leads that come in without a designated follow-up person.
  • Default Member Support: This is the default assigned Membership follow-up when a prospect converts to a member (May be "unassigned" if no default employee has been selected.)
  • Default PT Sales: This is the default assigned PT follow-up. This employee will receive all leads that convert to a member and enter the ORT Not Booked status without a designated follow-up person  (May be "unassigned" if no default employee has been selected.)
  • Default PT Support: This is the default assigned PT follow-up when PT is purchased. (May be "unassigned" if no default employee has been selected.)

 

Learn more about accessing, filtering, and scheduling reports.

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