The document will help with:
The renewal data through the renewal report
Filter the search to check specific renewals
The detailed information of the renewals done
About the feature
The renewal report is a good way to review the renewal data and take corrective action for the renewals not done. It allows you to analyze the revenue generated through renewals, the number of members renewed as well as the time span in which the renewal was done. The time span can be measured in three ways as :
In- Period Selected – refers to the membership being renewed on the day when it was due for renewal
Pre bought – refers to the membership being renewed before the period in which its due for renewal
In Past – refers to the membership being renewed post the expiry date of the due membership
How to Check the Renewal Report
Click on reports
Open the renewal report
In the Renewal report on the right-hand corner next to ‘What would you like to do? gives you a drop-down of check renewals done
There is an icon on the extreme right-hand corner as ‘More’
By clicking on more you have a list of various other fields to refine your search such as:
The date(From Date- To Date) range to view the renewals done in a particular time period
Membership Type
Membership Name
Membership Status
Package Name
Campaign Name
Client Representative (Follow-ups under a particular client representative)
Enquiry Type
Enquiry Source
Gender
Workout Time
Location
Session Owner
Organization
Renewal Type (Pre- bought/In Period/In Past)
After selecting the various filters you can narrow down your search to obtain the desired results
Lastly, click on ‘Search’
The Detailed Information of the Renewals :
The number of renewals due will appear
The entire detailed list of renewals will appear based on the filters selected
It will show you the amount received through renewals & number of renewals done under the following headings:
In Period
Pre-Bought
In Past
The detailed report will show the
Client Name
Client Representative
Membership Name
Membership Type
Purchase Date
Activation Date
Expiry Date
FAQ's
1. What does In-Period mean?
Ans. In-Period refers to the membership being renewed in the period when it was due for renewal
2. What does Pre bought mean?
Ans. Pre bought refers to the membership being renewed before the period in which it’s due for renewal
3. How does In-Past mean?
Ans. In Past refers to the membership being renewed post the expiry date of the due membership