One of the pillars of Sera's software and enabling you to be successful in owning your own backyard is the selling of membership programs for your company. To assist in tracking your customers related to memberships, Sera offers a Members report found in the Customers section of your Report Center.
The Members report will allow you to see active, expired, and also customers with an unconfirmed membership program status.
Active - membership is current in Sera
Expired - membership is past the expiration date listed in their account
Unconfirmed - memberships that were imported into your Sera account that are missing one or more pieces of information
The Members report will display customer information (name, phone, address and email) and membership information including status, program, number of systems and the date that this membership began and the date currently listed as the expiration date.
Note: A row will display in this report for each membership program on the customer's account, so if there is an active and an expired membership program you will see a row for each.
This report is also available for download should you need to see this data in Excel or use this list for marketing purposes in conjunction with a third party software.