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    Membership Sold Report [Breakdown]

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    The Membership Sold Report details the data associated with memberships that were purchased within a designated date range. From its data, Club Admins can assess how successfully their employees are performing.

    This report is filterable by Date Range, Location, and Employee. For more tips on how to access, filter, and schedule this report,
    click here.

    How to Read the Membership Sold Report

    Individual sales are highlighted in one of three colors: white, green, or red. Each color distinguishes a different relationship between a membership's Sale Date and Tour Date.

    • White: A membership's Sale Date and Tour Date are identical.
    • Green: A membership's Sale Date and Tour Date are not identical due to the fact that the membership was purchased online (as opposed to during an in-person appointment).
    • Red: A membership's Sale Date and Tour Date are not identical due to the fact that the Digital Guest Waiver was not completed upon a Member's visit to the club the day the membership was sold.

    The Report




    Such columns include:

    • Location: The club location for which the Member purchased their membership.
    • Location External Billing ID: The location's identification number.

      Note: This is used by the club's billing provider.
    • Sale Date: The date in which the Member purchased their membership.
    • Member: The name of the Member who purchased the membership.
    • Email: The Member's email address.
    • Mobile: The Member's mobile phone number.
    • Home: The Member's home phone number.
    • Work: The Member's work phone number.
    • Barcode: The membership's barcode.

      Note: This is provided by the club's billing provider.
    • Origin: The method through which a Member first made contact with the club.

      Note: Origins include Walk-In, Phone Inquiry, Web Lead, Referral, Outreach, and Other.
    • Marketing Source: The source through which a Member first discovered the club.
    • Salesperson: The employee who is credited with selling the Member their membership.
    • Tour Date: The date and time in which the Member received their introductory club tour.

      Note: The tour occurs prior to their purchase of an agreement.
    • Tour Person: The employee who is credited with administering the Member's introductory tour.
    • Type: The type of membership that the Member purchased.

    • ORTS Booked: Displays whether or not the Member was scheduled for a PT Orientation upon their purchase of a membership. This data will appear as either ‘Y’ or ‘N’.

      Note: Depending on the club, this column might alternatively appear as FAs/FCs/MPAs Booked, etc.
    • Self Signup: Displays whether or not the Member purchased their membership online (as opposed to via a staff appointment). This data will appear as either 'Y' or 'N'.
    • EFT: The monthly cost that the Member has agreed to pay toward their membership via electronic transfer.
    • Down: The down payment that the Member paid toward their membership.
    • Renewal Date: The date in which the Member's membership agreement was renewed.

    • Rewrite Date: The date in which the Member's membership agreement was rewritten.

    • Billing Status: The Member's most recent membership billing status.
    • Billing Status Date: The date and time in which the Member's most recent billing status was acquired.
    • Agreement Number: The membership agreement's identification number.
    • User External Billing ID: The Member's identification number.

      Note
      : This is used by the club's billing provider.

     

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