Client Type Changes Report

The Client Type Changes Report is a client report that displays all client type conversions at your business during the selected date range. The reports displays information related to the client type conversion, including the original and converted Purchase Options, conversion dates, and more. A client’s type changes depending on the status of the memberships or session passes they have purchased. For example, when a client purchases their first membership, their client type changes from Prospect to Active Member.

This article describes how to view the Client Type Changes Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

To view the Client Type Changes Report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Clients.
5. On the Clients menu, click Client Type Changes. The Client Type Changes Report is displayed.

Headings in the Client Type Changes Report

Heading	Description
Client	The name, email, member ID, and profile image of the client is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
Start Date	The date and time when the client type of the client changed to the client type listed under Original Client Type.
Original Client Type	The previous client type of the client.
Original Purchase Option	The previous Purchase Option that the client had, if any.
Conversion Date	The date and time when the client type of the client changed from the client type listed under Original Client Type to the one listed under Converted To Client Type.
Converted To Client Type	The current client type of the client.
New Purchase Option	The current Purchase Option that the client has.

Summary cards in the Client Type Changes Report

Summary card	Description
Total	The total number of times that clients were converted to a different client type during the selected date range.