Free and None Membership billing status
I'm wondering what these 2 distinctions in membership billing do as far as reporting. We provide 2 week memberships with our Intro Classes and still have not found the best way of setting those up.
The goal is to have those customers be members for the 2 weeks, but to also be able to filter out those memberships in reports.
Comments
NONE is designed to produce a warning. This is intentional so that your staff properly select a membership type.
As for the best practice for a two week membership.... I'd personally just keep them as a GUEST and have them check-in with the staff and reference their course date. Realistically most people will only come a handful of times within the first two weeks, so this shouldn't create too much of a bottleneck.
Amy here from RGP- you could convert them to punch card. Issue x number of punches that expire in two weeks, or 4 weeks. In this case, you could expire their punches expire in two weeks, or 4 weeks. If it's 4 weeks, the new "climbers" will have more time to come back to the gym. Cause life does get busy, and two weeks can fly by in no time. That being said, you can give them a subtype of Intro Class, or similar [?], or tag them as Intro Class.
Tags are a very easy way to query a subset of customers without using a subtype, or you could also use subtype and tags. Tags allow you to apply actions--but that would be a separate conversation. Regardless, it may be easier to query on tags=Intro class and customer type= Member. Then you can easily see the results via queries about who became a member during a certain time frame with a Tag of Intro Class.
Nonetheless, punch card is a different way to track the Intro Class customers without skewing your membership retention report. AND they can feel "special" as they will have a key card to swipe in when they get to your facility :-)
Does the "FREE" method of payment exclude them from retention tracking? I was pretty sure it did. We've got a number of FREE members (staff, shareholders) who've had continuous memberships for as long as we've been using RGP (2011), but the retention graph only shows one person who has a membership running that long, and I'm pretty sure it's a particular EFT member...
Wouldn't mind a rundown as to where RGP does or does not count "FREE" members as members.
Interested in this answer.
I will respond--The membership details lists Billed and Prepaid. And after looking into the question, Free members do not appear in the report as they aren't billed or prepaid.
That being said, Free members can have a start/end date, or just an end date to prevent the free memberships from lasting forever....just a thought.
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