Membership Transfers Report

The Membership Transfers Report is a client report for franchise businesses that allows staff members to transfer clients between franchise locations. This can be very useful for clients who are travelling for long periods of time or moving permanently and would like to continue using your business’s services. The duration of a transfer ranges from a single day to a permanent transfer. You can view both completed and pending transfers, as well as approve or deny transfer requests.

This article describes how to view the Membership Transfers 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.

To learn how to use this report, see the following articles:

In this article:

    To view the Membership Transfers Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Membership Transfers. The Membership Transfers Report is displayed.

    Headings in the Membership Transfers Report:

    Heading Description
    Client The name and profile image of the client is listed in this column.
    Transfer Type Displays whether the client is being transferred into or out of your location.

    • If a client is transferring into your location, the Transfer In icon
      is displayed.
    • If a client is transferring out of your location, the Transfer Out icon is displayed.
    Request Date The date on which the transfer was requested.
    Length Of Transfer The length of the client’s transfer.
    Status The status of the transfer. The possible statuses that can be displayed in this column are:

    • Transferred – The client has been transferred. The reason for the transfer is listed below this status (under Transfer History).
    • Denied – The client’s transfer has been denied by the receiving location. The reason for the denial is listed below this status (under Transfer History).
    • Canceled – This transfer has been canceled by the requesting location (under Transfer History).
    • Please, Approve – This transfer requires approval from a staff member at the requesting location (under Pending Transfers).
    • Pending Approval – A staff member at the requesting location has approved the transfer, but a staff member at the receiving location must still approve the transfer (under Pending Transfers).
    Transfer Start Date The date on which the transfer starts (under Transfer History).
    Transfer End Date The date on which the transfer ends (under Transfer History).
    ACTION Select the Action button to approve, deny, or cancel pending transfers, or edit the length of approved transfers.

     

    Advanced filters in the Membership Transfers Report:

    Filter Description
    Membership Use this filter to determine which clients to include in the report based on their membership type.
    Length of Transfer Use this filter to determine which clients to include in the report based on the length of their transfer.
    Request Date Use this filter to determine which clients to include in the report based on the date range in which they requested a transfer.
    Status Use this filter to determine which clients to include in the report based on the status of their transfer request.
    Transfer Type Use this filter to determine which clients to include in the report based on the type of transfer they requested.
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