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    Studio Follow-Up Status Definitions

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    Core to the Club OS Studio configuration is a different set of 15 Follow-up Statuses that better meet the needs of studio Clients. Like other follow-up statuses, these are determined programmatically based on a Client’s activity. They are used to automatically trigger a follow-up cadence that consists of emails, texts, or calls (follow-ups). These follow-ups can be performed either manually or automatically.

     

    This chart defines the status and generally how a Client ends up in a given status. Additionally, these are cascading, so if a Client qualifies for multiple statuses they will end up in the last one listed.

     

    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

    1. Users are put in the Active Client status if any of the following conditions apply:
    1. They purchased a service Contract, renewing or paid in full, and the Contract is in good standing (active, not suspended, with no past-due balance) and have more sessions available than the sessions available threshold
    2. They made a non-Contract purchase and have more sessions available than the sessions available threshold.
    3. They were manually converted to a Member

    2. Client has purchased a new package within the past X days (low usage threshold), even if they haven’t attended a session yet

    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 a or b:

    1. They purchased a service Contract, renewing or paid in full; the Contract is in good standing (active, not suspended, with no past-due balance); and they have fewer or equal sessions available than the sessions available threshold
    2. They made a non-Contract purchase, with either a quantity greater than 1 or a quantity of 1 and 1 or more sessions are available, and they have fewer or equal sessions available than the sessions available threshold

    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 Follow-up Statuses, not available by default…

    If using the Appointment event type (would need to create Appts in Club OS only)…

    Appointment Booked, Appointment Booked - No Show, Appointment Show - No Sale would all be available if, and only if, the studio has chosen to enable the Appointment event type. This event type allows employees to book appointments through Club OS.

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