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How to use Upcoming Renewals report table

Upcoming Renewals lists memberships that end in the dates you selected. A member with two memberships can appear twice, once for each plan that ends in that range.

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Where

Members → Upcoming Renewals

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Open the report

  1. Go to Members → Upcoming Renewals

  2. Set the date range at the top (Today, Tomorrow, Next 7 Days, Next 15 Days, This Month, Next Month, This Year, or a custom range)

  3. A row appears when that membership’s end date falls in the range

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Filter members with no other ongoing / upcoming membership

Since a member can hold more than one membership at the same time, gym access, personal training, and a class pack are separate memberships, each with its own end date, these are shown in the Other Ongoing / Upcoming M'ships column.

Eg. Priya has 1 Month Gym ending 20 Oct and 12 PT Sessions ending 15 Dec. Open Upcoming Renewals for 20 Oct. Priya appears for 1 Month Gym. Other Ongoing / Upcoming M'ships shows 12 PT Sessions.

To view members with no other ongoing or upcoming membership, filter the the table by selecting No other membership from the dropdown filter on Other Ongoing / Upcoming M'ships column.

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Tips

  1. Read Membership and End Date so you know which plan is due

  2. Check Other Ongoing / Upcoming M'ships before you assume the member is leaving

  3. Use Action on that row to send SMS, email, app notification, or WhatsApp, or to edit the follow-up or tick rows and use Send Message to contact several people at once

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Related

How to assign or renew a membership

How to use member followups

How to use member reports

How to send a broadcast message

 

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On this page
Where
Open the report
Filter members with no other ongoing / upcoming membership
Tips
Related