In the client dashboard, the figures are calculated on the population of active members at the club. It is possible to see a difference between these figures and those of your general dashboard located in Home. In fact, the active members on this dashboard do not count...
- Members whose membership will start in the future.
- Members who have just cancelled their membership and will become former members 48 hours after the end of their membership.
The export of active memberships brings this information
This article brings a detailed answer as there are several possibilities.
In the export of Member Summary.
In the end of the export of invoice and credit note lines, a column is added, which 'Payment information'.
- Invoices: type of payment, amount, creation date
- Credit notes: refund method, amount, creation date (if credit note refunded)
A list of memberships and membership bolt-ons is available in the Client menu.
A list of cheques is available in the menu Financial data.
By exporting bookings, you can see which bookings have been made and whether they are for the waiting list or the main list.
This can be useful for finding out which clients have registered for the class as prospects (i.e. potentially with a test session).
It is possible to write to all clients by email from a slot, but if necessary the client emails are also indicated in the booking export.
When exporting invoices and credit notes, you can view the service dates for invoices and credit notes. In other words, the period covered by a given invoice or credit note.
When exporting invoices and credit notes.
From the "Points of warning" category, the "Blocking keywords" export produces a list of blocking keywords for each client that has at least one blocking keyword when the export is generated.
From the "Members and Sales" category, the "Member Referrals" export lists all the member referrals carried out over the period, specifying whether or not a goodwill gesture was made to the referrer and/or referral. The date and author of the member referral are also indicated.
In the "Points of warning" category, the "Guarantee cheques" export lists all the guarantee cheques created during the period and their status.
The Member summary export allows to see which members have their bank card saved or not.
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