The Club OS Studio configuration offers 15 Follow-Up Statuses customized to studio Clients. These statuses are set by the system, based on a Client’s activity, and will determine the Follow-Ups to be conducted with each client.
Standard Studio Follow-Up Statuses
This list is in descending order. If a Client qualifies for multiple statuses, the last one listed will apply.
Follow-up Status |
How It’s Used |
How A Client Ends Up In This Status |
Lead |
Used to engage with all non-web leads that have not further engaged with the studio |
The Prospect was added manually through Club OS, and origin is neither Web Lead or Referral |
Web Lead |
Used to engage with all leads that submitted interest through the web but have not further engaged with the studio |
The Prospect was added manually through Club OS with an origin of Web Lead (not available by default) |
Referral |
Used to engage with referrals |
The Prospect was added manually through Club OS, with an origin of Referral |
Trial Booked |
Used to engage with Clients that have a trial class Contract, such as a free week or discounted trial month |
The Prospect made a trial purchase (either a Contract or a non-Contract), has a calendar event scheduled for today or in the future, and the event attendee status is Active or Confirmed |
Trial No Show |
Used to engage members that had a trial class Contract but did not use it |
The Prospect made a trial purchase (either a Contract or a non-Contract) and has a past calendar event with an attendee status of Active, Confirmed, or No Show |
Trial Show - No Sale |
Used to engage members that used a trial class Contract but did not end up purchasing |
The Prospect made a trial purchase (either a Contract or a non-Contract) and has a past calendar event with an attendee status of Completed |
Client |
Used to engage with all Clients in good standing that do not meet any of the below criteria |
Users are put in the Active Client status if any of the following conditions apply:
|
Drop-In |
Used to engage with Clients that made a drop-in or one-time purchase with a studio |
The Client has purchased a service without committing to a long-term or auto-renew Contract, the purchase was for a quantity of 1, and they have 0 sessions available |
Client - Renewal Opportunity |
Used to engage with Clients that have a remaining session balance that suggests they should renew soon. This is determined by the Studio Session Opportunity Limit (default: 2 sessions). |
Users are put into this status if they meet the criteria for either:
|
Client - Low Usage |
Used to engage with Clients that have not used their membership in a certain period of time. Determined by the Low Usage Limit (default: 21 days). |
The Client purchased a Contract or a non-Contract but hasn’t completed a training event within the club’s low-usage threshold |
Client - Suspended |
Used to engage with Clients that have a suspended membership (i.e. membership is being paused) |
The Client has an active Contract and the Contract status is “suspended” |
Client - Delinquent |
Used to engage with Clients that are delinquent on their membership payment |
The Client has an active Contract with a past-due balance greater than 0 |
Client - Contract Ending |
Used to engage with Clients that have a membership Contract ending in a certain period of time. Determined by the Contract-Ending Threshold (default: 14 days). |
The Client has an active Contract with an end date that falls within the Contract end-date threshold |
Inactive Client - Expired |
Used to engage with Clients that are currently on an expired membership Contract |
The Client has an inactive service Contract with an alert of “Expired” |
Inactive Client - Canceled |
Used to engage with Clients that canceled their membership Contract |
The Client has an inactive service Contract with an alert of “Canceled” |
Additional Studio Follow-up Statuses
These are not available by default. They apply if your studio has enabled the Appointment event type and is booking Appointments in Club OS.
- Appointment Booked
- Appointment Booked - No Show
- Appointment Show - No Sale
Comments