Plan Member Status Tag
The PushPress Core gym management system automatically assigns a status tag to each profile that is created. The tag is based on a number of set parameters that are dependent on the plan type the individual is assigned. Clients who do not have a plan but attend appointments can have a tag manually added to their profile.
You can see this tag right below their profile pic on their detail page.
Status Tags & the Rules:
Lead
Has no assigned plans
Has a plan designated as 'Trial' membership
Has been added to the system via 'Add New Lead' on Control Panel
Has been added to the system via Lead Capture Form
Has been added to the system if synched through PushPress Grow (PushPress Grow is an additional product)
Member
Has a active plan that is designed as 'is a member' plan.
Paused plans will continue to be counted as members
Members with pending cancellations are not considered active and are excluded from active member lists.
Ex-Member
Has no plan designated as 'is a member' in active, paused, alert, pending pause, or pending cancel status
Has at least one membership plan with status of 'cancelled' or 'completed'
Has had at one time a plan designated as 'is a member'
Non-Member
Has never had a plan that was designated as 'is a member'
Disqualified leads will go into this bucket
Any person that is 'deleted'
Staff Visibility in Member Lists
Staff members are excluded from active member lists unless they have a plan categorized as a member plan.
Appointment Member Status Tags
FAQs
Which appointment types impact member status?
Any unexpired credit assigned to a client or any scheduled appointments for that client.
What happens when I had appointments and all credits expire/are used?
Like plans, the client would become an ex-member unless they also have a plan that makes them retain a different member status.
What happens to existing appointment types that have no client status is set?
They will continue to “count” as a non-member until they are edited and a specific status is selected for the appointment type.
Does a client status have to be selected for an appointment type?
Yes, this is now a required field.
Grow Impact FAQs
Updating a group of "Non-Members" to "Member" could result inclients getting tagged as such in Grow.
Currently, no Lead, member or non member messaging workflows will trigger as clients will need to specifically route these workflows similar to plan name or category. Admins/staff need to specifically add a branch to check the field "appt type" to enter any messaging workflows.
The only Potential negative is the "Ex member workflow" > Once the client runs out of credits on appointments, they immediately turn into an ex member. This will apply the tag and trigger the ex-member workflow. The ex-member workflow will remove them from any other workflows they're currently active in.
Filters should be added to prevent clients who use their allocated credits from being added to the ex-member workflow.
Set Up for Member Status Tags in Appointments
The client status field is displayed when creating or editing an appointment type. Apply the appropriate member status for the appointment type. Member status types: Member, Non-Member, & Lead:
Need More Help?
For further assistance:
Check out other Help Articles.
Use the PushPress Messenger (blue box in your CORE account).
Email us at support@pushpress.com.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!