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.
Membership Status
Membership Status is the customer's current membership status. This will correspond to the Membership Icon next to the customer's name in your Sera account.
Options are:
Current - At least one current membership exists on the customer's account
Expired - All membership programs on the customer's account are expired
Non-members - The customer has never had a membership program on their account
Unconfirmed - The customer only has memberships that were imported into your Sera account that are missing one or more pieces of information.
Program Status
Program Status is the status of that specific membership program. Because you can have multiple membership programs on a customer's account it is possible to have a current and an expired line in this report. You would review the Membership Status detailed above to signify if the customer has any active membership programs.
Option are:
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.