Member Statuses

Disambiguation: Client Statuses

The Member Status Feature is useful in tracking your business's members, and non-members, by looking at your clients' contracts or memberships. In order for this feature to be enabled, you must sell at least one membership through your MINDBODY System. Once this initial membership is sold, the Member Status dropdown box will display on each of your clients' Profile Screens, just beneath their client photos. Your system will automatically assign a status (see below) to your clients, or you may create and assign custom statuses. Member statuses are also displayed on the Membership Report.

Client statuses defined:

• System Status: Automatic statuses based on the client's memberships series.
  • Active: Client has an active membership on file
  • Non-member: Client has never purchased a membership series
  • Expired: Client has purchased a membership series at least once. But the series has either expired or has been completely used
  • Suspended: Client had an active contract. But it's currently suspended on the Account Details screen. Clients are also considered suspended if their Profile screen has a scheduling suspension.
  • Terminated: Client had an active contract. But it was terminated on the Account Details screen
• Custom Status: Statuses that you create and manually assign to a client on their Profile Screen. Custom statuses override system statuses.

The logic that this feature uses:

• Upon the initial sale of a membership, the Member Status Feature will be enabled and the Member Status field will be visible on each of your clients' Profile Screens.
• Any client with a non-expired membership series is considered active.
• Clients with contracts or AutoPays with count or time series will not be considered active members. Only contracts or AutoPays with membership series will deem a client as a "member."
• When the dropdown box is set to System Status, then the member status feature looks at the latest change made to the client's status. For example, if a client's membership contract is terminated, but then he or she buys a new membership, the status will change from "Terminated" to "Active."
• Clients with a custom status will not be affected by the automated status system. To reset a client back to the automated system, you must manually change their member status to System Status in the dropdown box.

Status Log Screen

One of the coolest facets of this feature is that it comes with a status log that allows you to see how a client's membership status has changed over time. Since the status log is brand new, it won't display any status changes from the past. But moving forward, you'll be able to see how clients have drifted in and out of membership statuses over time.

 

Where is the Status Log?

1. Look up a client (Clients => Lookup Client)
2. On the client's Profile Screen, notice the new Member Status information.
3. Click on the [Status Log] Link

How do I see a client's membership status?

1. Look up a client (Clients => Lookup Client)
2. On the client's Profile screen, notice the new Member Status information.

To create a custom status

1. Follow this menu path: Clients => Client Statuses
2. Enter a new status name into the top of the Client Status Screen
3. Click the update button

To assign a custom status to a client

1. Follow this menu path: Clients => Lookup Client
2. On the client's Profile Screen, use the dropdown box under Member Status to assign the new status to the client. Note: your client will remain on the custom status until you manually change their status dropdown box back to System Status.

To reset a client back to the automated status system

1. Follow this menu path: Clients => Lookup Client
2. On the client's Profile Screen, use the dropdown box under Member Status to assign the client to System Status

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