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.
Where
Members → Upcoming Renewals
Open the report
Go to Members → Upcoming Renewals
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)
A row appears when that membership’s end date falls in the range
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.
Tips
Read Membership and End Date so you know which plan is due
Check Other Ongoing / Upcoming M'ships before you assume the member is leaving
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
Related
How to assign or renew a membership
How to send a broadcast message