This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by location or employee.
PT Orientations Completed Sample Report
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PT Orientations Completed Report Fields
- Member Name
- Member Email
- ORT Completed Date/Time: The date and time in which the Member's Orientation occurred.
- Subject: The subject of the event
- ORT Made at POS: Displays a Y/N to indicate if the Member's Orientation was scheduled at the same time they purchased a membership agreement
- PT Sold at ORT: Displays a Y/N to indicate whether or not the Member bought a PT agreement while attending their Orientation
- Membership Sold Date: The date the Member bought their membership agreement.
- Employee Name: The staff member who sold the Member their membership agreement.
- Location Name: The club location where the membership was purchased.
- Membership ID: The identification number attached to the Member's membership agreement.
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