The Expiring Intro Offers report lists customers who purchased an Intro Offer.
The report is available for Membership and Credit Package Intro Offers.
This report is useful for:
Viewing customers who have purchased an Intro Offer
Viewing when the Intro Offer is expiring or running low on usage
Video: Overview of Intro Offer Reports
Video: Overview of Intro Offer Reports
Pulling up the Report
Navigate to Reports from the left panel > Intro Offers > Expiring Intro Offers > View.
Specify the time frame from the date picker.
Apply any additional filters.
Understanding the Report
The Expiring Intro Offers report includes:
Last Name: Customer's last name
First Name: Customer's first name
Email: Customer's email address
Phone: Customer's phone number
Intro Offer: Name of intro offer purchased by the customer
Intro Purchase Date: Date that the intro offer was purchased
Intro Expiration Date: Date that the intro offer will expire
Days Until Expiration: How many days until the intro offer will expire (in UTC timezone)
Usages Remaining: Number of credits or membership usages remaining
Guest Usages Remaining: Number of guest usages remaining
Only available on the Expiring Intro Offer Memberships report
Classes Taken on Intro: Number of classes the customer took using the intro offer
For Membership Intro Offers, this is the sum of customer classes and guest classes
Next Visit Date: The next reservation date for the customer using the intro offer
Conversion Purchase: The name of a subsequent Credit Package or Membership the customer purchased that is not tagged as an intro offer. If this field is blank, the customer has not purchased any additional Credit Package or Membership beyond their initial intro offer.
Intro Purchase Location: The location where the intro offer was purchased.