How can we help?

    Prospect and Member Statuses

    Follow

    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

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

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

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

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

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

    • Lead: A Prospect who originated either as a Walk-In or a Telephone Inquiry.

    • Member: Anyone who has purchased a club membership.

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

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

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

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

    • Prospect: Anyone who has not yet purchased a membership.

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

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



    B. PT Follow-Up Statuses

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

      Note: Other clubs refer to this status ‘FA Booked’, ‘FC Booked’, etc.

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

      Note: Other clubs refer to this status as ‘FA No Show’, ‘FC No Show’, etc.

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

      Note: Other clubs refer to this status as ‘FA Not Booked’, ‘FC Not Booked’, etc.

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

      Note: Other clubs refer to this status as ‘FA Show’, ‘FC Show’, etc.

    • 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 not used their PT session(s) within the club’s customizable number of days (typically, fourteen days).

    • PT Opportunity: A Member whose total, available PT sessions have decreased below the club’s sales-qualifying threshold.
    Was this article helpful?
    1 out of 2 found this helpful

    Comments