Retention

  1. Members who have not visited in a period - Lists members who have not recorded an attendance for the chosen period. Gives the programme, last recorded attendance, date of joining, contact details and trainer.
  2. Members who stopped visiting in last 3 weeks - A listing in groups for chosen period of members that attended in the 3 weeks before the parameter date but not in the 3 weeks after parameter date. Gives name, programme, last visit, joined, contact details and personal trainer. Possible indication of a developing retention issue in time to address issue.
  3. Expiring Members by group - Lists members in a group of programmes or all groups whose membership expires in a chosen period. A key use is for initiating membership renewal reminders. Shows expiry date, programme, outstanding fees, payment type and contact details.
  4. Expiring Members by programme - Lists expiring membership for a programme within chosen period as per Group above.
  5. Members coming due date - Lists memberships for whom a Direct Debit is due on chosen date
  6. Future Expiry Forecast - Gives total expiry numbers in coming months by group including all groups. Designed to help forecasting. Use Expiry by Group report for detailed follow up with members
  7. Lost members - Lists members who have not renewed their membership within chosen period. It does not include members until they have reached 29 days without renewal so any search period should be for at least a month.
  8. Retention callbacks - Lists members who need to be contacted either for renewal or goodwill feedback call.
  9. Retention follow up - Lists 8 week follow up calls required.

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