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    How Do I Properly Close an Orientation?

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    Whenever an Orientation results in a Member buying PT, the responsible Salesperson will receive credit through the KPI metrics ‘ORT/FC/FAs Closed’ and ‘PT Units New’. ‘ORT/FC/FAs Closed’ signifies that the Orientation resulted in a sale. ‘PT Units New’ indicates that the Member was a first-time PT purchaser. Regardless, for all non ABC-integrated clubs, these metrics will not register credit until the Salesperson completes two closing tasks as displayed in the steps below.

     

    1.

    Locate the Orientation within the Salesperson’s calendar. Click the event.



    Salesperson’s Calendar > Orientation

    2.

    Verify that the Orientation’s event status was set to ‘Completed’. Click the Member’s name to enter their account.



    > Event Status > Member’s Profile

    3.

    Club OS will default to the Member’s Club Service page. Once there, scroll down to the ‘Recurring Services’ section. This section will credit the Salesperson’s ‘PT Units New’. To record the details of the Member’s PT service, click the ‘Add Service’ button.



    > ‘Add Service’ Button

    4.

    A pop-up window will appear. Enter the service details within the provided fields. Upon completion, click ‘Save’.



    > Set Details > ‘Save’

    5.

    The ‘Add Payment’ window will disappear. Having returned to the Club Service page, scroll up to the ‘Payments’ section. This section will credit the Salesperson’s ‘ORTs Closed’. To record the details of the Member’s PT payment, click the ‘Add Payment’ button.


    > ‘Add Payment’ Button

    6.

    A pop-up window will appear. Enter the PT payment’s details within the provided fields. Upon completion click ‘Save’.


    > Set Details > ‘Save’

    7.

    Within seconds, the Salesperson’s KPI will re-populate to display the new sale.


    Note
    : Click the ‘Refresh’ icon for the latest KPI table stats.




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