Reporting - Clients

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Wodify_Bar_All.pngThe Reporting > Clients section of your Wodify environment provides access to all of the information you need about your clients and their memberships. This article explains the data that each of these reports provides.

This article includes the following sections:

 

Memberships

 

Clients and Membership Details

This report displays detailed information about all of your active clients and their memberships. It shows clients with memberships and clients without memberships. It includes information about the membership, billing date, commitment type, and cost of the membership. 

 

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Clients by Membership Type

The Clients by Membership Type report provides a list of all clients with active memberships on their profiles. It provides the client's name, member since date, location, default program, membership type, start date, expiration date, and auto-renew status. This is a great report to use when seeing how many clients are on your different memberships. You can filter by program, membership type (Plan, Session), and membership plan name at the top of the page.

 

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Clients by Payment Plan

The Clients by Payment Plan report gets a little more specific than the Clients by Membership Type report. This report shows clients based on their payment plan. This report includes information about the name of the payment plan a client is on and the cost of their membership. This report can be filtered by the membership template name or the payment plan name to show you how many clients you have on your different pricing options.

 

Pro Tip: Export this report to include the clients's email address on this report. 

 

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Clients by Program

The Clients by Program report shows clients based on which programs they have access to. If you want to see a list of clients that have access to a specific program, this is the report you will want to look at. It provides the client's name, location, and membership information. You can select the program you would like to view at the top of the page.

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Clients with Expiring Memberships

This report shows clients with memberships not set to auto-renew that are set to expire in the coming days. This shows you clients that are planning on leaving your business. You can view this report for the next 7, 30, or 60 days. 

 

Pro Tip: Click the 'History' button in order to view the client's class attendance history.

 

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Clients with Memberships On Hold

This report shows you all active memberships that are currently on hold. This helps you manage clients who have frozen their memberships and shows you when their hold started and when it will end, as well as the reason for the hold. 

 

Pro Tip: If you are looking to contact your client's on hold, you can export this report and it will include client email addresses and phone numbers.

 

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Clients Without Memberships

This report shows you all of your active client profiles that do not have an active membership on their account. It is a best practice for all active clients to have a membership to ensure that all of your reporting is accurate. 

 

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Memberships Renewal

The Membership Renewal report is the best resource to use for information on the membership renewals for your clients. This report shows you all of your clients with memberships and information about when their membership will renew and the value of their renewal.

 

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Memberships with Discounts

This report provides information on clients who have discounted memberships. This helps show which clients are getting a discount and how much of a discount they are receiving. You can filter this report by discount type.

 

Pro Tip: Discounts can be created under Financial > Settings > Discounts/Promo Codes.

 

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Lost Members

This report shows you clients who are leaving your business. Depending on how the client is deactivated, they will be shown differently in this report:

  • Client Profiles that are manually deleted will not show membership details or a start date
  • Memberships that are set to stop auto-renew AND the profile scheduled to be deactivated will show a link to the membership

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Clients Profile Information

 

Client Trend

The client trend report displays information about clients being created, deactivated, and reactivated by displaying changes in client status (active, on-ramp, and inactive). It also displays any changes to a client's default location. This report shows you how many clients you are gaining and losing each month.

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Clients Home Map

This report shows you exactly where your clients are located. This is a great way to easily get physical address information. You can also get a map view of where your clients are by copying and pasting the provided text at batchgeo.com

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Clients with Upcoming Anniversaries

This report displays a list of your clients with upcoming anniversaries. A client's anniversary is determined based on the date their client profile was created and is shown on the client profile as the Member Since date.

 

This report shows you clients with anniversaries coming up in the next 7, 30, 60, or 120 days and provides the client name, # of years at your business on their anniversary, their anniversary date, email address, and phone number. You can adjust the date range you are viewing at the top of the page. 

 

Pro Tip: Want to automatically congratulate your clients on their anniversary? Head to Communication > Automated Emails > Anniversary Email to easily send congrats to all of your clients when they hit milestones at your business. 

 

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Clients with Upcoming Birthdays

This report displays a list of your clients with birthdays coming up in the next 7, 30, 60, or 120 days and provides the client name, date of birth, age, member since date, email address, and phone number. You can adjust the date range you are viewing at the top of the page. 

 

Pro Tip: Want to automatically wish your clients a happy birthday? Head to Communication > Automated Emails > Birthday Email to customize automatic birthday wishes to all of your clients. 

 

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Clients Without Payment Information

The Clients Without Payment Information report is one of the most important reports to monitor, especially if you are a business that is transitioning over to Wodify. This report lets you know which active clients do not have a valid default payment method on file. It is super important for clients to have a payment method so that any membership invoices are automatically charged to them so that you aren't chasing people down for payment.

 

Pro Tip: You can set up an automated email to remind clients without payment methods to add their payment information under Communication > Automated Emails > Payment Information Missing. 

 

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Auto-Billing Payment Methods by Clients

This report shows you the type of default payment set for each client. This is helpful to see which clients are paying by credit card, bank account, cash, or check.

 

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Leads and New Members

 

New Members

The New Member report provides a list of new client profiles created in a given time period. You can view this information for any time period that you select at the top of the page. This helps you see who is new to your business. 

 

Pro Tip: Export this report to see the email addresses and phone numbers of your new clients. 

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Referrals Report

The Referrals report shows which of your clients are referring new clients to your business. This is a great report to use if you want to run a referral program, as you can see which clients are bringing in new clients.

 

Pro Tip: You can track who refers a new client in the Other Information section of the client profile. You can also add a referral directly to this report. 

 

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Leads with Referrals

The Leads with Referrals report shows you which leads were referred by your clients. This is a great way to reward your loyal customers for bringing in new business. 

 

Pro Tip: You can keep track of who refers a lead in the Other Information section on the lead profile. Set the 'Referred by' field to the client that referred the lead. You can also set up your Lead Form to capture this information when a lead fills it out. Referrals can also be added directly to this report. 

 

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Related Information and Articles:

 

If you have any questions about reporting or how to find the information that you are looking for, reach out to our team at support@wodify.com for assistance. 

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