This article will take your through;
- What is the New Memberships Report?
- How to access the New Memberships Report
- How to view the report
- Next steps and additional support
What is the New Memberships Report?
Our 'New Memberships' report allows you to see membership details for first time members, continuing and members returning after a previous membership has ended.
This report can help you easily identify and contact new members to help you improve your onboarding experience and customer service.
The report also includes signup details for Credit Pack clients, Add-ons clients and Trials.
Each tab presents key signup numbers and customisable tables of your client data to allow you to view the data most relevant to you.
How to Access the New Memberships Report
To access the ‘New Memberships' report, you should follow the below steps;
- Click the Reports Icon on the left side of the Dashboard
- Click 'New Memberships'
- From here, you can view and filter the report to suit your own needs
How to View the Report
The New Memberships report is divided into sections so you can easily find the information you need.
You can switch between New Memberships, New Credits, New Add-Ons, and New Trials.
Within each tab, you can filter by time period, membership/service name, plans, and state. You can also download the full report. You will also see a snapshot overview of each section within the report.
Scrolling down will give you a more detailed view of each section. You can also download the data from those sections.
Clicking on 'Columns' in the first section will allow you to add or remove fields so you can focus on the information you need.
Please note
New Memberships is a unique view and will not show double sign-ups, only memberships which have started in the selected timeframe. This is why the total in the Signups section may differ from the total in the New Memberships table.
Future Memberships
You will see a section for Future Memberships, which show all clients who have a membership set to start in the future.
Four headline numbers:
- Total future memberships
- First-time
- Continuing
- Returning
Filters for membership state, membership type (consecutive, DOFB, scheduled start date), membership name, and active membership.
A table showing each member’s start date, expected start, and payment method, with a download that matches the screen.
Please note
- Each member appears once, showing their first future membership, based on the earliest expected start.
- Group memberships show one row for each member who joined.
- Future memberships visibility in ABC Insights is not included in this release.
Next steps and Additional Support
If you’d like to learn more about other Glofox reports, you can check out our resources below.
- Understanding the Revenue Report
- Find Members That Owe You Money with the Report on Money Owed
- How to Use The No Show Report
- How to Use the Class Performance Reports
- How to Use the Members Reports
- How to Use the Lost Members Report
- How to Use the Lead Conversion Report
- Understanding the Failed Payment Report
- Glofox Insights: Optimize Your Revenue Streams
For additional support, reach out to support@glofox.com, and we will be happy to assist you.