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Membership Tracking and Reports

Reports and resources used to track memberships within the dashboard.

Will Patterson avatar
Written by Will Patterson
Updated over 2 weeks ago

Tracking Memberships in Real Time

Memberships can be easily viewed in real-time from the Memberships table within the Sales tab. Memberships are displayed based on the location you are viewing. This table allows you to easily search, sort, and filter your members to track down those that are past due. It can also be filtered by status: Active, Inactive, and Past Due. Select any membership row to see the client profile, then click back out to pick up right where you left off.

Membership Table.gif

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