How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

Club Defaults Report

Follow

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.

Sample Club Defaults Report

Sample 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.

Was this article helpful?
0 out of 0 found this helpful

Comments