Find the memberships up for Renewal on the Dashboard


Dashboard:

  • Dashboard is an easy place to find out about the memberships are expiring and up for renewal
  • Click on Dashboard and select the time period for which you want to see the memberships expiring and are up for renewal

 

  • Select the name of the client reps for whom you want to see the renewals or select all if you wish to see all the clients whose membership is expiring or up for renewal

 

  • Click on Search


  • Scroll down to the membership expiry section to view the details of all the memberships expiring in the selected date range

 

  • Find the clients name, phone number and membership expiring date, make a quick call to all of them to remind them that their membership is up for renewal

 

  • If required click on the clients name to reach the client profile page to view more details of the clients membership