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    Prospect and Member Statuses

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    Prospect and Member statuses are categorized according to which Follow-Up Schedule each status pertains to: Membership or PT. Read below to discover each status’ definition and follow-up designation.

    A. Membership Follow-Up Statuses

    Lead: A Prospect who originated either as a telephone inquiry, outreach, or other.

    Web Lead: A Prospect who was acquired through their submission of the club’s online application.

    Referral: A Prospect who was acquired via recommendations from pre-existing Prospects and/or Members.

    Appt Booked: A Prospect who has scheduled a sales appointment with club staff.

    Appt No Show: A Prospect who scheduled, but failed to attend, their sales appointment.

    Active Guest: A Prospect who is currently within their guest pass period.

    Missed Guest: A Prospect who arrived at their sales appointment but declined to purchase membership or activate a guest pass.

    Expired Guest: A Prospect who activated a guest pass yet no longer remains within their guest pass period.

     

    Member: Anyone who has purchased a club membership.

    Member - Pending Cancel: A Member who has indicated that they would like to cancel their membership using their thirty-day notice.

    Member - Freeze: A Member who has put their membership on hold due to vacation, life changes, etc.

    Member - Delinquent: A Member who has transitioned into a delinquent status within a club’s billing software.

     

    Inactive Member - Canceled: A Member who has canceled their club membership.

    Inactive Member - Expired: A Member who has not renewed their expired membership.

    Inactive Member - Collections: A Member who was past due on their membership and the location sent their account to collections.


    B. PT Follow-Up Statuses

    ORT Not Booked: A Member who has not yet scheduled their Orientation with club staff.

    ORT Booked: A Member who has scheduled an Orientation with club staff.

    ORT Show: A Member who, both, scheduled and subsequently attended their Orientation.

    ORT No Show: A Member who scheduled, but failed to attend, their Orientation.

    Note: "OTR" can be adjusted to display customized verbiage, if desired.

     

    PT Active: A Member who is currently in possession of available PT sessions.

    PT Canceled: A Member who has canceled their PT sessions.

    PT Inactive: A Member who has any number of remaining PT sessions, but has not consumed any sessions within the a specific number of days.
    Note: The number of days for this status to apply is customizable within our system and can be adjusted, if desired.

    PT Opportunity: A Member whose total of available PT sessions have decreased below a specific threshold.
    Note: The number of sessions for this status to apply is customizable within our system and can be adjusted, if desired.

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