Xplor Mariana Tek

Use the Membership Credit Card failure report in Insights to easily see memberships with credit card issues

What is the Membership Credit Card Failures report in Insight?

The Insights Sales Dashboard will give you a quick visualization of trends for your studio.

How do I use the Insights Sales Dashboard?

The Insights Utilization report will help you understand the performance of your classes and instructors.

How do I use the Insights Utilization report?

The Insights Bill on Start Membership will help get more information on your pre-sale process.

How do I use the Insights Bill on Start Membership report?

The Insights Promotion Redemption report gives a breakdown of promotions redeemed by Location and Broker.

How do I use the Insights Promotion Redemption report?

The Insight Conversion Funnel report will help you visualize your sales funnels.

How do I use the Insights Conversion Funnel Report?

The Insights Customer Location report uses the ZIP or postal code to determine the geographic center point and calculates the distance to the customer’s home studio.

What is the Insights Customer Location Report?

The Insights Booking Dashboard gives you a centralized view of your appointment performance

What is the Insights Appointments Booking Dashboard?

Jason Wiese

Insights Reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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