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
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'
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:
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
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